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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 | $40,675 | $32,425+25.4% | $74,577-45.5% | $55,167-26.3% |
| Participation rate | 30.5% | 54.0%-23.5pp | 68.1%-37.6pp | 69.0%-38.5pp |
| Annual return | 8.13% | 10.63%-2.5pp | 20.47%-12.3pp | 169.23%-161.1pp |
| Employer contribution / active EE | $0 | $1,043-100.0% | $2,525-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,282 | $1,995-35.7% | $3,458-62.9% | $3,054-58.0% |
| Admin fee / account holder | $1,467 | $748+96.0% | $4,138-64.5% | $504+191.1% |