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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 | $22,570 | $75,962-70.3% | $154,108-85.4% | $64,173-64.8% |
| Participation rate | 45.8% | 70.4%-24.6pp | 83.0%-37.3pp | 69.6%-23.8pp |
| Annual return | 29.28% | 30.32%-1.0pp | 735.21%-705.9pp | 7.63%+21.6pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,865 | $3,175+21.8% | $5,081-23.9% | $3,470+11.4% |
| Admin fee / account holder | $3,820 | $5,589-31.6% | $13,411-71.5% | $4,887-21.8% |