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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 | $20,181 | $84,236-76.0% | $170,435-88.2% | $70,126-71.2% |
| Participation rate | 22.2% | 70.8%-48.6pp | 83.6%-61.4pp | 69.5%-47.3pp |
| Annual return | 33.52% | 23.06%+10.5pp | 205.94%-172.4pp | 73.15%-39.6pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,453 | $3,086-20.5% | $4,939-50.3% | $3,332-26.4% |
| Admin fee / account holder | $575 | $5,698-89.9% | $13,881-95.9% | $4,645-87.6% |