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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 | $28,358 | $102,429-72.3% | $147,096-80.7% | $80,925-65.0% |
| Participation rate | 50.7% | 75.9%-25.2pp | 82.2%-31.5pp | 67.7%-17.0pp |
| Annual return | 28.64% | 135.02%-106.4pp | 419.75%-391.1pp | 35.65%-7.0pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,873 | $6,649+3.4% | $8,071-14.8% | $4,299+59.9% |
| Admin fee / account holder | $5,603 | $7,957-29.6% | $13,005-56.9% | $6,940-19.3% |