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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 | $34,704 | $55,453-37.4% | $170,435-79.6% | $62,293-44.3% |
| Participation rate | 8.2% | 66.4%-58.2pp | 83.6%-75.4pp | 69.5%-61.3pp |
| Annual return | 37.13% | 21.38%+15.8pp | 205.94%-168.8pp | 28.90%+8.2pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,432-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,028 | $2,303-55.4% | $4,939-79.2% | $3,169-67.6% |
| Admin fee / account holder | $1,687 | $455+270.8% | $13,881-87.8% | $479+252.0% |