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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 | $48,528 | $56,134-13.5% | $96,171-49.5% | $85,847-43.5% |
| Participation rate | 66.7% | 56.7%+10.0pp | 68.4%-1.8pp | 69.3%-2.7pp |
| Annual return | 25.81% | 42.30%-16.5pp | 192.04%-166.2pp | 318.61%-292.8pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,799-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,959 | $2,858-31.5% | $4,350-55.0% | $3,952-50.4% |
| Admin fee / account holder | $3,766 | $3,769-0.1% | $5,538-32.0% | $6,261-39.8% |