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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 | $28,490 | $101,618-72.0% | $93,063-69.4% | $137,256-79.2% |
| Participation rate | 55.6% | 74.9%-19.4pp | 72.1%-16.6pp | 80.0%-24.4pp |
| Annual return | 216.56% | 223.95%-7.4pp | 34.15%+182.4pp | 220.34%-3.8pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,450 | $4,279-66.1% | $3,958-63.4% | $6,407-77.4% |
| Admin fee / account holder | $1,535 | $6,198-75.2% | $6,033-74.6% | $12,270-87.5% |