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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 | $45,312-6.2% | $86,233-50.7% | $67,986-37.5% |
| Participation rate | 5.4% | 42.4%-37.0pp | 69.0%-63.6pp | 57.2%-51.8pp |
| Annual return | 31.94% | 24.79%+7.1pp | 61.39%-29.5pp | 31.67%+0.3pp |
| Employer contribution / active EE | $0 | $1,160-100.0% | $2,504-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $486 | $2,185-77.8% | $4,559-89.3% | $3,358-85.5% |
| Admin fee / account holder | $3,513 | $3,295+6.6% | $8,342-57.9% | $3,203+9.7% |