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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 | $30,851 | $58,234-47.0% | $81,783-62.3% | $80,874-61.9% |
| Participation rate | 69.2% | 63.4%+5.8pp | 72.4%-3.1pp | 67.6%+1.6pp |
| Annual return | 28.75% | 41.70%-13.0pp | 775.05%-746.3pp | 35.62%-6.9pp |
| Employer contribution / active EE | $0 | $2,341-100.0% | $2,913-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,972 | $3,283+51.5% | $4,320+15.1% | $4,297+15.7% |
| Admin fee / account holder | $1,221 | $4,982-75.5% | $7,380-83.5% | $6,935-82.4% |