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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 | $29,460 | $79,961-63.2% | $98,462-70.1% | $75,177-60.8% |
| Participation rate | 35.8% | 70.4%-34.6pp | 75.2%-39.4pp | 67.2%-31.4pp |
| Annual return | 22.17% | 19.75%+2.4pp | 21.17%+1.0pp | 160.75%-138.6pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,049-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,414 | $3,753-9.0% | $4,738-27.9% | $4,126-17.3% |
| Admin fee / account holder | $1,669 | $6,842-75.6% | $8,875-81.2% | $5,651-70.5% |