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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 | $26,382 | $67,602-61.0% | $82,312-67.9% | $70,126-62.4% |
| Participation rate | 14.3% | 72.8%-58.5pp | 76.9%-62.6pp | 69.5%-55.3pp |
| Annual return | 27.95% | 21.57%+6.4pp | 25.88%+2.1pp | 73.15%-45.2pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,328 | $2,987-22.1% | $3,706-37.2% | $3,332-30.1% |
| Admin fee / account holder | $8,266 | $4,512+83.2% | $5,608+47.4% | $4,645+77.9% |