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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 | $77,492-52.1% | $100,398-63.1% | $80,911-54.2% |
| Participation rate | 68.3% | 76.9%-8.7pp | 81.5%-13.2pp | 67.6%+0.6pp |
| Annual return | 19.92% | 37.23%-17.3pp | 49.32%-29.4pp | 35.63%-15.7pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,946-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $11,498 | $6,817+68.7% | $8,084+42.2% | $4,297+167.6% |
| Admin fee / account holder | $10,206 | $5,892+73.2% | $7,893+29.3% | $6,935+47.2% |