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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 | $58,241-47.0% | $81,780-62.3% | $80,911-61.9% |
| Participation rate | 69.2% | 63.4%+5.8pp | 72.4%-3.1pp | 67.6%+1.6pp |
| Annual return | 28.75% | 41.73%-13.0pp | 776.27%-747.5pp | 35.63%-6.9pp |
| Employer contribution / active EE | $0 | $2,343-100.0% | $2,914-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,972 | $3,283+51.5% | $4,321+15.1% | $4,297+15.7% |
| Admin fee / account holder | $1,221 | $4,973-75.5% | $7,384-83.5% | $6,935-82.4% |