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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 | $27,318 | $98,766-72.3% | $149,730-81.8% | $79,852-65.8% |
| Participation rate | 58.9% | 75.8%-16.9pp | 82.5%-23.6pp | 69.6%-10.7pp |
| Annual return | 48.64% | 27.43%+21.2pp | 276.70%-228.1pp | 31.72%+16.9pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,148 | $5,681-9.4% | $6,843-24.8% | $3,740+37.6% |
| Admin fee / account holder | $1,305 | $6,052-78.4% | $9,310-86.0% | $5,306-75.4% |