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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 | $29,802 | $89,652-66.8% | $141,197-78.9% | $65,186-54.3% |
| Participation rate | 64.5% | 74.7%-10.2pp | 82.5%-17.9pp | 70.2%-5.7pp |
| Annual return | 30.81% | 32.79%-2.0pp | 71.41%-40.6pp | 29.39%+1.4pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,736-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $9,048 | $5,691+59.0% | $6,710+34.8% | $3,514+157.5% |
| Admin fee / account holder | $7,073 | $569+1144.2% | $10,265-31.1% | $847+734.9% |