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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 | $9,031 | $51,638-82.5% | $68,368-86.8% | $82,448-89.0% |
| Participation rate | 65.4% | 63.6%+1.8pp | 73.8%-8.4pp | 68.1%-2.7pp |
| Annual return | 69.13% | 37.53%+31.6pp | 292.57%-223.4pp | 41.64%+27.5pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $651 | $2,914-77.7% | $4,123-84.2% | $4,139-84.3% |
| Admin fee / account holder | $1,099 | $4,643-76.3% | $5,150-78.7% | $7,234-84.8% |