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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 | $36,295 | $42,548-14.7% | $74,551-51.3% | $56,289-35.5% |
| Participation rate | 27.1% | 60.5%-33.4pp | 69.1%-42.0pp | 69.9%-42.7pp |
| Annual return | 16.72% | 12.40%+4.3pp | 32.53%-15.8pp | -9.96%+26.7pp |
| Employer contribution / active EE | $0 | $855-100.0% | $1,961-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,259 | $2,277-44.7% | $3,108-59.5% | $3,350-62.4% |
| Admin fee / account holder | $3,523 | $467+654.2% | $5,059-30.4% | $521+576.3% |