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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 | $23,309 | $75,183-69.0% | $123,894-81.2% | $55,167-57.7% |
| Participation rate | 49.3% | 72.8%-23.5pp | 81.4%-32.1pp | 69.0%-19.6pp |
| Annual return | 32.06% | 19.01%+13.1pp | 47.52%-15.5pp | 169.23%-137.2pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $5,479 | $5,084+7.8% | $5,984-8.4% | $3,054+79.4% |
| Admin fee / account holder | $1,136 | $663+71.5% | $8,357-86.4% | $504+125.5% |