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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 | $41,985 | $70,486-40.4% | $100,528-58.2% | $79,852-47.4% |
| Participation rate | 65.9% | 73.6%-7.8pp | 79.4%-13.6pp | 69.6%-3.8pp |
| Annual return | 30.47% | 21.90%+8.6pp | 30.90%-0.4pp | 31.72%-1.2pp |
| Employer contribution / active EE | $2 | $2,165-99.9% | $3,419-99.9% | $2,471-99.9% |
| Participant deferral / active EE | $9,864 | $5,182+90.4% | $6,271+57.3% | $3,740+163.7% |
| Admin fee / account holder | $4,971 | $4,480+11.0% | $8,084-38.5% | $5,306-6.3% |