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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 | $35,452 | $78,425-54.8% | $95,956-63.1% | $79,858-55.6% |
| Participation rate | 41.7% | 73.5%-31.8pp | 77.1%-35.4pp | 69.6%-28.0pp |
| Annual return | 65.87% | 19.37%+46.5pp | 91.63%-25.8pp | 31.72%+34.2pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,838 | $3,440-46.6% | $4,167-55.9% | $3,740-50.9% |
| Admin fee / account holder | $2,406 | $5,622-57.2% | $6,797-64.6% | $5,306-54.7% |