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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 | $24,791 | $93,598-73.5% | $135,974-81.8% | $75,173-67.0% |
| Participation rate | 55.6% | 75.2%-19.6pp | 81.9%-26.4pp | 67.2%-11.6pp |
| Annual return | 18.65% | 30.89%-12.2pp | 68.30%-49.7pp | 160.72%-142.1pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,832 | $6,405-55.8% | $7,760-63.5% | $4,126-31.4% |
| Admin fee / account holder | $376 | $6,978-94.6% | $10,767-96.5% | $5,651-93.4% |