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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 | $20,073 | $104,664-80.8% | $85,693-76.6% | $167,518-88.0% |
| Participation rate | 66.7% | 76.4%-9.7pp | 69.9%-3.2pp | 82.1%-15.4pp |
| Annual return | 26.54% | 21.45%+5.1pp | 21.49%+5.0pp | 478.71%-452.2pp |
| Employer contribution / active EE | $0 | $3,337-100.0% | $2,618-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $10,125 | $4,824+109.9% | $3,923+158.1% | $6,342+59.6% |
| Admin fee / account holder | $2,329 | $10,032-76.8% | $6,874-66.1% | $12,312-81.1% |