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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 | $19,558 | $71,353-72.6% | $92,805-78.9% | $86,983-77.5% |
| Participation rate | 64.3% | 80.9%-16.6pp | 83.5%-19.2pp | 69.5%-5.3pp |
| Annual return | 36.96% | 44.68%-7.7pp | 31.59%+5.4pp | 25.83%+11.1pp |
| Employer contribution / active EE | $0 | $2,468-100.0% | $3,424-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $7,649 | $6,966+9.8% | $8,448-9.5% | $4,194+82.4% |
| Admin fee / account holder | $666 | $6,099-89.1% | $10,911-93.9% | $7,856-91.5% |