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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 | $26,750 | $70,430-62.0% | $96,572-72.3% | $85,851-68.8% |
| Participation rate | 55.4% | 61.8%-6.4pp | 69.8%-14.4pp | 69.3%-13.9pp |
| Annual return | 19.90% | 18.58%+1.3pp | 37.79%-17.9pp | 318.63%-298.7pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,651 | $2,894-8.4% | $3,850-31.1% | $3,952-32.9% |
| Admin fee / account holder | $652 | $4,996-86.9% | $6,183-89.4% | $6,261-89.6% |