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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 | $39,829 | $89,370-55.4% | $141,197-71.8% | $72,976-45.4% |
| Participation rate | 58.3% | 75.1%-16.8pp | 82.5%-24.1pp | 69.5%-11.2pp |
| Annual return | 71.71% | 111.88%-40.2pp | 71.41%+0.3pp | 81.02%-9.3pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $8,789 | $5,419+62.2% | $6,710+31.0% | $3,608+143.6% |
| Admin fee / account holder | $1,544 | $5,957-74.1% | $10,265-85.0% | $5,124-69.9% |