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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 | $27,492 | $60,442-54.5% | $96,754-71.6% | $87,485-68.6% |
| Participation rate | 59.3% | 58.7%+0.6pp | 70.3%-11.0pp | 68.9%-9.7pp |
| Annual return | 25.35% | 21.97%+3.4pp | 82.04%-56.7pp | 26.06%-0.7pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,626 | $3,280+102.0% | $4,758+39.3% | $4,274+55.0% |
| Admin fee / account holder | $1,570 | $5,069-69.0% | $8,905-82.4% | $7,775-79.8% |