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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,269 | $82,674-54.9% | $125,363-70.3% | $68,495-45.6% |
| Participation rate | 32.4% | 75.0%-42.7pp | 82.4%-50.0pp | 67.9%-35.5pp |
| Annual return | -14.82% | -5.97%-8.9pp | 572.15%-587.0pp | -7.84%-7.0pp |
| Employer contribution / active EE | $330 | $3,382-90.2% | $4,815-93.1% | $2,596-87.3% |
| Participant deferral / active EE | $4,836 | $6,111-20.9% | $7,447-35.1% | $4,028+20.1% |
| Admin fee / account holder | $21,429 | $6,276+241.4% | $10,005+114.2% | $5,403+296.6% |