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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 | $24,619 | $75,541-67.4% | $152,093-83.8% | $82,637-70.2% |
| Participation rate | 31.0% | 66.5%-35.6pp | 77.8%-46.8pp | 68.1%-37.1pp |
| Annual return | 80.50% | 32.56%+47.9pp | 66.36%+14.1pp | 53.51%+27.0pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,326 | $3,206-58.6% | $5,451-75.7% | $4,126-67.9% |
| Admin fee / account holder | $4,963 | $6,405-22.5% | $14,497-65.8% | $7,339-32.4% |