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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 | $27,611 | $50,554-45.4% | $67,681-59.2% | $87,485-68.4% |
| Participation rate | 67.5% | 67.7%-0.2pp | 73.7%-6.2pp | 68.9%-1.4pp |
| Annual return | 21.56% | 17.81%+3.7pp | 590.58%-569.0pp | 26.06%-4.5pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,616 | $2,961+157.2% | $3,976+91.6% | $4,274+78.2% |
| Admin fee / account holder | $4,194 | $4,132+1.5% | $6,100-31.2% | $7,775-46.1% |