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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 | $125,778-77.3% | $114,563-75.1% | $154,746-81.6% |
| Participation rate | 55.6% | 75.2%-19.6pp | 72.9%-17.3pp | 80.7%-25.1pp |
| Annual return | 216.56% | 295.14%-78.6pp | 241.09%-24.5pp | 172.34%+44.2pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,450 | $4,445-67.4% | $4,142-65.0% | $6,730-78.4% |
| Admin fee / account holder | $1,535 | $8,190-81.3% | $7,623-79.9% | $14,365-89.3% |