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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 | $26,951 | $117,444-77.1% | $99,479-72.9% | $152,909-82.4% |
| Participation rate | 62.5% | 77.5%-15.0pp | 73.8%-11.3pp | 82.5%-20.0pp |
| Annual return | 34.19% | 31.87%+2.3pp | 30.72%+3.5pp | 345.46%-311.3pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $2,540-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $10,922 | $4,086+167.3% | $3,619+201.8% | $5,851+86.7% |
| Admin fee / account holder | $5,506 | $7,635-27.9% | $6,253-11.9% | $11,601-52.5% |