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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 | $27,778 | $53,128-47.7% | $86,582-67.9% | $70,126-60.4% |
| Participation rate | 44.7% | 65.3%-20.6pp | 73.5%-28.8pp | 69.5%-24.8pp |
| Annual return | 18.36% | 27.66%-9.3pp | 965.08%-946.7pp | 73.15%-54.8pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,835 | $2,695+42.3% | $3,609+6.3% | $3,332+15.1% |
| Admin fee / account holder | $2,785 | $3,584-22.3% | $4,904-43.2% | $4,645-40.1% |