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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 | $22,351 | $101,069-77.9% | $81,478-72.6% | $147,585-84.9% |
| Participation rate | 31.6% | 74.5%-42.9pp | 68.0%-36.4pp | 82.8%-51.3pp |
| Annual return | 18.22% | 32.40%-14.2pp | 38.78%-20.6pp | 578.57%-560.4pp |
| Employer contribution / active EE | $0 | $3,205-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $660 | $4,242-84.4% | $3,537-81.3% | $5,439-87.9% |
| Admin fee / account holder | $6,760 | $5,812+16.3% | $4,561+48.2% | $10,885-37.9% |