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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 | $26,938 | $93,598-71.2% | $135,974-80.2% | $75,173-64.2% |
| Participation rate | 34.9% | 75.2%-40.3pp | 81.9%-47.0pp | 67.2%-32.3pp |
| Annual return | 16.29% | 30.89%-14.6pp | 68.30%-52.0pp | 160.72%-144.4pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,105 | $6,405-51.5% | $7,760-60.0% | $4,126-24.7% |
| Admin fee / account holder | $2,963 | $6,978-57.5% | $10,767-72.5% | $5,651-47.6% |