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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 | $41,896 | $84,518-50.4% | $67,704-38.1% | $125,389-66.6% |
| Participation rate | 55.6% | 74.8%-19.2pp | 67.5%-12.0pp | 83.2%-27.6pp |
| Annual return | 41.58% | 2.57%+39.0pp | 25.41%+16.2pp | 282.24%-240.7pp |
| Employer contribution / active EE | $0 | $3,292-100.0% | $2,559-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $972 | $4,430-78.1% | $3,585-72.9% | $5,352-81.8% |
| Admin fee / account holder | $3,651 | $5,340-31.6% | $4,255-14.2% | $9,541-61.7% |