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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 | $40,451 | $48,327-16.3% | $67,575-40.1% | $80,935-50.0% |
| Participation rate | 28.6% | 66.4%-37.8pp | 72.9%-44.3pp | 67.7%-39.1pp |
| Annual return | 28.52% | 18.31%+10.2pp | 3528.98%-3500.5pp | 35.66%-7.1pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,045 | $2,927+4.0% | $4,003-24.0% | $4,299-29.2% |
| Admin fee / account holder | $6,434 | $3,692+74.3% | $3,993+61.1% | $6,924-7.1% |