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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 | $23,492 | $77,472-69.7% | $100,415-76.6% | $80,959-71.0% |
| Participation rate | 51.9% | 76.9%-25.1pp | 81.5%-29.7pp | 67.7%-15.8pp |
| Annual return | 45.95% | 37.26%+8.7pp | 49.47%-3.5pp | 35.67%+10.3pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,943-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,313 | $6,818-22.1% | $8,091-34.3% | $4,300+23.6% |
| Admin fee / account holder | $1,281 | $5,885-78.2% | $7,906-83.8% | $6,925-81.5% |