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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 | $21,498 | $63,082-65.9% | $81,716-73.7% | $79,852-73.1% |
| Participation rate | 47.4% | 67.5%-20.1pp | 72.0%-24.6pp | 69.6%-22.2pp |
| Annual return | 26.30% | 22.66%+3.6pp | 29.49%-3.2pp | 31.72%-5.4pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,321 | $2,780+19.4% | $7,108-53.3% | $3,740-11.2% |
| Admin fee / account holder | $1,512 | $4,428-65.9% | $5,159-70.7% | $5,306-71.5% |