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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 | $34,368 | $62,592-45.1% | $85,693-59.9% | $85,856-60.0% |
| Participation rate | 27.5% | 61.1%-33.7pp | 69.9%-42.4pp | 69.3%-41.9pp |
| Annual return | 21.87% | 23.77%-1.9pp | 21.49%+0.4pp | 318.58%-296.7pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,618-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,556 | $2,802-44.5% | $3,923-60.3% | $3,952-60.6% |
| Admin fee / account holder | $6,424 | $4,643+38.4% | $6,874-6.5% | $6,261+2.6% |