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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 | $69,999 | $77,523-9.7% | $100,383-30.3% | $80,874-13.4% |
| Participation rate | 60.0% | 77.0%-17.0pp | 81.5%-21.5pp | 67.6%-7.6pp |
| Annual return | 66.79% | 37.21%+29.6pp | 49.26%+17.5pp | 35.62%+31.2pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,944-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $9,213 | $6,822+35.1% | $8,086+13.9% | $4,297+114.4% |
| Admin fee / account holder | $1,695 | $5,899-71.3% | $7,900-78.5% | $6,935-75.6% |