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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 | $46,633 | $62,549-25.4% | $85,705-45.6% | $85,851-45.7% |
| Participation rate | 66.7% | 61.1%+5.5pp | 69.9%-3.2pp | 69.3%-2.7pp |
| Annual return | 15.83% | 23.77%-7.9pp | 21.49%-5.7pp | 318.63%-302.8pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,619-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,902 | $2,802+3.6% | $3,924-26.0% | $3,952-26.6% |
| Admin fee / account holder | $762 | $4,644-83.6% | $6,877-88.9% | $6,261-87.8% |