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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 | $29,515 | $93,589-68.5% | $135,942-78.3% | $75,181-60.7% |
| Participation rate | 12.8% | 75.2%-62.4pp | 81.9%-69.1pp | 67.2%-54.4pp |
| Annual return | 31.67% | 30.90%+0.8pp | 68.28%-36.6pp | 160.69%-129.0pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,697 | $6,405-57.9% | $7,759-65.2% | $4,126-34.6% |
| Admin fee / account holder | $7,013 | $6,977+0.5% | $10,764-34.8% | $5,650+24.1% |