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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 | $33,028 | $108,285-69.5% | $77,552-57.4% | $158,982-79.2% |
| Participation rate | 60.0% | 64.4%-4.4pp | 54.2%+5.8pp | 82.0%-22.0pp |
| Annual return | 11.43% | 31.69%-20.3pp | 54.82%-43.4pp | 302.99%-291.6pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $987-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $768 | $2,455-68.7% | $1,861-58.7% | $5,983-87.2% |
| Admin fee / account holder | $2,072 | $3,709-44.2% | $2,859-27.5% | $11,252-81.6% |