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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 | $26,780 | $51,620-48.1% | $90,300-70.3% | $65,185-58.9% |
| Participation rate | 37.8% | 68.6%-30.8pp | 73.3%-35.4pp | 70.2%-32.4pp |
| Annual return | 27.83% | 24.94%+2.9pp | 78.11%-50.3pp | 29.38%-1.6pp |
| Employer contribution / active EE | $0 | $2,235-100.0% | $2,854-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $870 | $2,871-69.7% | $3,884-77.6% | $3,514-75.2% |
| Admin fee / account holder | $2,853 | $384+642.5% | $5,353-46.7% | $847+236.8% |