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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 | $32,487 | $58,292-44.3% | $86,640-62.5% | $71,511-54.6% |
| Participation rate | 29.9% | 65.0%-35.1pp | 71.7%-41.8pp | 67.9%-38.0pp |
| Annual return | 39.05% | 21.63%+17.4pp | 592.52%-553.5pp | 28.86%+10.2pp |
| Employer contribution / active EE | $0 | $2,574-100.0% | $3,024-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $5,316 | $3,438+54.6% | $4,438+19.8% | $4,291+23.9% |
| Admin fee / account holder | $4,784 | $1,057+352.5% | $5,616-14.8% | $1,588+201.2% |