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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 | $40,085 | $61,166-34.5% | $186,193-78.5% | $64,728-38.1% |
| Participation rate | 5.6% | 40.4%-34.8pp | 77.1%-71.5pp | 57.9%-52.3pp |
| Annual return | 22.71% | 18.93%+3.8pp | 78.03%-55.3pp | 49.38%-26.7pp |
| Employer contribution / active EE | $0 | $1,526-100.0% | $3,918-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $541 | $2,160-74.9% | $6,513-91.7% | $2,729-80.2% |
| Admin fee / account holder | $468 | $1,422-67.1% | $11,058-95.8% | $1,145-59.1% |