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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 | $63,703-82.8% | $93,063-88.2% | $82,448-86.7% |
| Participation rate | 66.7% | 63.8%+2.8pp | 72.1%-5.4pp | 68.1%-1.4pp |
| Annual return | 15.75% | -775.43%+791.2pp | 34.15%-18.4pp | 41.64%-25.9pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,002 | $2,919+2.8% | $3,958-24.2% | $4,139-27.5% |
| Admin fee / account holder | $577 | $5,982-90.4% | $6,033-90.4% | $7,234-92.0% |