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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 | $32,235 | $76,371-57.8% | $93,621-65.6% | $72,975-55.8% |
| Participation rate | 47.4% | 71.8%-24.4pp | 75.8%-28.5pp | 69.5%-22.1pp |
| Annual return | 28.12% | 25.82%+2.3pp | 32.76%-4.6pp | 81.01%-52.9pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,812 | $3,538-48.8% | $4,070-55.5% | $3,608-49.8% |
| Admin fee / account holder | $4,773 | $6,839-30.2% | $7,890-39.5% | $5,124-6.9% |