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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 | $33,116 | $39,028-15.1% | $80,741-59.0% | $85,847-61.4% |
| Participation rate | 46.5% | 41.6%+5.0pp | 54.2%-7.7pp | 69.3%-22.8pp |
| Annual return | 16.72% | 26.31%-9.6pp | 87.30%-70.6pp | 318.61%-301.9pp |
| Employer contribution / active EE | $0 | $722-100.0% | $1,160-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,424 | $1,326+7.4% | $2,145-33.6% | $3,952-64.0% |
| Admin fee / account holder | $5,822 | $2,429+139.7% | $3,380+72.2% | $6,261-7.0% |