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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 | $28,725 | $93,617-69.3% | $135,982-78.9% | $75,177-61.8% |
| Participation rate | 63.0% | 75.2%-12.2pp | 81.9%-19.0pp | 67.2%-4.2pp |
| Annual return | 16.21% | 30.89%-14.7pp | 68.32%-52.1pp | 160.75%-144.5pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,651 | $6,406-27.4% | $7,760-40.1% | $4,126+12.7% |
| Admin fee / account holder | $3,803 | $6,980-45.5% | $10,767-64.7% | $5,651-32.7% |