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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 | $42,980 | $65,395-34.3% | $182,540-76.5% | $72,975-41.1% |
| Participation rate | 32.0% | 65.4%-33.4pp | 78.0%-46.0pp | 69.5%-37.5pp |
| Annual return | 29.32% | 27.68%+1.6pp | 148.58%-119.3pp | 81.01%-51.7pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,996 | $3,563-15.9% | $5,525-45.8% | $3,608-17.0% |
| Admin fee / account holder | $1,706 | $4,245-59.8% | $8,593-80.1% | $5,124-66.7% |