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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 | $42,831 | $93,182-54.0% | $146,685-70.8% | $79,393-46.1% |
| Participation rate | 59.8% | 76.4%-16.6pp | 80.1%-20.3pp | 70.7%-10.9pp |
| Annual return | 22.50% | 21.61%+0.9pp | 22.75%-0.2pp | 116.87%-94.4pp |
| Employer contribution / active EE | $0 | $2,420-100.0% | $4,137-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $5,674 | $4,169+36.1% | $5,507+3.0% | $4,046+40.2% |
| Admin fee / account holder | $5,592 | $585+855.9% | $10,281-45.6% | $627+792.6% |