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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 | $49,976-81.9% | $66,674-86.5% | $82,637-89.1% |
| Participation rate | 65.4% | 63.1%+2.3pp | 73.7%-8.3pp | 68.1%-2.7pp |
| Annual return | 69.13% | 39.09%+30.0pp | 321.24%-252.1pp | 53.51%+15.6pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $651 | $2,847-77.1% | $4,084-84.1% | $4,126-84.2% |
| Admin fee / account holder | $1,099 | $4,594-76.1% | $5,098-78.4% | $7,339-85.0% |