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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 | $77,492-9.7% | $100,398-30.3% | $80,911-13.5% |
| Participation rate | 60.0% | 76.9%-16.9pp | 81.5%-21.5pp | 67.6%-7.6pp |
| Annual return | 66.79% | 37.23%+29.6pp | 49.32%+17.5pp | 35.63%+31.2pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,946-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $9,213 | $6,817+35.1% | $8,084+14.0% | $4,297+114.4% |
| Admin fee / account holder | $1,695 | $5,892-71.2% | $7,893-78.5% | $6,935-75.6% |