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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 | $43,841 | $80,992-45.9% | $96,534-54.6% | $75,173-41.7% |
| Participation rate | 69.5% | 71.8%-2.3pp | 76.0%-6.5pp | 67.2%+2.3pp |
| Annual return | 23.07% | 27.05%-4.0pp | 25.88%-2.8pp | 160.72%-137.7pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,035 | $3,929-22.8% | $4,851-37.4% | $4,126-26.4% |
| Admin fee / account holder | $7,794 | $6,717+16.0% | $8,253-5.6% | $5,651+37.9% |