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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 | $27,206 | $52,279-48.0% | $89,435-69.6% | $79,856-65.9% |
| Participation rate | 65.4% | 57.5%+7.8pp | 68.0%-2.6pp | 69.6%-4.3pp |
| Annual return | 11.71% | 22.16%-10.4pp | 245.55%-233.8pp | 31.71%-20.0pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,587-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,415 | $2,740-48.4% | $3,890-63.6% | $3,741-62.2% |
| Admin fee / account holder | $7,255 | $3,356+116.2% | $4,884+48.5% | $5,306+36.7% |