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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 | $36,711 | $109,782-66.6% | $260,467-85.9% | $94,015-61.0% |
| Participation rate | 25.0% | 67.2%-42.2pp | 80.5%-55.5pp | 70.8%-45.8pp |
| Annual return | 37.72% | 18.60%+19.1pp | 100.60%-62.9pp | 17.84%+19.9pp |
| Employer contribution / active EE | $0 | $2,147-100.0% | $4,239-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,273 | $4,044-43.8% | $6,319-64.0% | $4,249-46.5% |
| Admin fee / account holder | $16,814 | $11,958+40.6% | $15,461+8.7% | $8,951+87.8% |