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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 | $28,281 | $58,726-51.8% | $92,240-69.3% | $62,293-54.6% |
| Participation rate | 41.3% | 68.3%-27.1pp | 76.5%-35.2pp | 69.5%-28.2pp |
| Annual return | 20.39% | 43.62%-23.2pp | 176.29%-155.9pp | 28.90%-8.5pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $3,680-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,479 | $2,766-46.5% | $3,897-62.0% | $3,169-53.3% |
| Admin fee / account holder | $630 | $556+13.1% | $5,194-87.9% | $479+31.4% |