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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 | $54,013 | $51,638+4.6% | $68,368-21.0% | $82,448-34.5% |
| Participation rate | 40.0% | 63.6%-23.6pp | 73.8%-33.8pp | 68.1%-28.1pp |
| Annual return | 26.34% | 37.53%-11.2pp | 292.57%-266.2pp | 41.64%-15.3pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8,272 | $2,914+183.9% | $4,123+100.6% | $4,139+99.8% |
| Admin fee / account holder | $8,393 | $4,643+80.7% | $5,150+63.0% | $7,234+16.0% |