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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 | $10,955 | $63,354-82.7% | $94,105-88.4% | $82,637-86.7% |
| Participation rate | 66.7% | 63.8%+2.8pp | 71.9%-5.3pp | 68.1%-1.4pp |
| Annual return | 15.75% | 34.36%-18.6pp | 204.55%-188.8pp | 53.51%-37.8pp |
| Employer contribution / active EE | $0 | $1,760-100.0% | $2,504-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,002 | $2,873+4.5% | $3,881-22.7% | $4,126-27.3% |
| Admin fee / account holder | $577 | $5,073-88.6% | $6,199-90.7% | $7,339-92.1% |