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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 | $37,095 | $77,460-52.1% | $100,378-63.0% | $80,925-54.2% |
| Participation rate | 68.3% | 76.9%-8.7pp | 81.5%-13.2pp | 67.7%+0.6pp |
| Annual return | 19.92% | 37.24%-17.3pp | 49.41%-29.5pp | 35.65%-15.7pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $11,498 | $6,818+68.6% | $8,087+42.2% | $4,299+167.5% |
| Admin fee / account holder | $10,206 | $5,887+73.4% | $7,899+29.2% | $6,940+47.1% |