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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 | $43,370 | $75,183-42.3% | $123,894-65.0% | $55,167-21.4% |
| Participation rate | 68.3% | 72.8%-4.5pp | 81.4%-13.1pp | 69.0%-0.7pp |
| Annual return | 19.70% | 19.01%+0.7pp | 47.52%-27.8pp | 169.23%-149.5pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $6,786 | $5,084+33.5% | $5,984+13.4% | $3,054+122.2% |
| Admin fee / account holder | $1,025 | $663+54.8% | $8,357-87.7% | $504+103.5% |