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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 | $28,393 | $65,395-56.6% | $182,540-84.4% | $72,975-61.1% |
| Participation rate | 29.3% | 65.4%-36.2pp | 78.0%-48.7pp | 69.5%-40.2pp |
| Annual return | 29.58% | 27.68%+1.9pp | 148.58%-119.0pp | 81.01%-51.4pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,569 | $3,563-56.0% | $5,525-71.6% | $3,608-56.5% |
| Admin fee / account holder | $971 | $4,245-77.1% | $8,593-88.7% | $5,124-81.0% |