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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 | $27,822 | $78,690-64.6% | $161,489-82.8% | $87,485-68.2% |
| Participation rate | 35.7% | 67.5%-31.8pp | 78.7%-43.0pp | 68.9%-33.2pp |
| Annual return | 15.56% | 32.74%-17.2pp | 89.72%-74.2pp | 26.06%-10.5pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,364 | $3,311-28.6% | $5,630-58.0% | $4,274-44.7% |
| Admin fee / account holder | $5,633 | $6,724-16.2% | $16,006-64.8% | $7,775-27.5% |