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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 | $42,480 | $44,746-5.1% | $88,179-51.8% | $64,097-33.7% |
| Participation rate | 5.4% | 39.8%-34.4pp | 69.1%-63.7pp | 55.2%-49.7pp |
| Annual return | 31.94% | 24.70%+7.2pp | 64.97%-33.0pp | 34.64%-2.7pp |
| Employer contribution / active EE | $0 | $1,078-100.0% | $2,549-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $486 | $2,072-76.5% | $4,614-89.5% | $3,080-84.2% |
| Admin fee / account holder | $3,513 | $3,437+2.2% | $7,673-54.2% | $3,454+1.7% |