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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 | $9,658 | $41,016-76.5% | $152,093-93.7% | $64,097-84.9% |
| Participation rate | 58.3% | 51.3%+7.0pp | 77.8%-19.4pp | 55.2%+3.1pp |
| Annual return | 15.24% | 39.60%-24.4pp | 66.36%-51.1pp | 34.64%-19.4pp |
| Employer contribution / active EE | $0 | $1,342-100.0% | $4,175-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $1,114 | $1,927-42.2% | $5,451-79.6% | $3,080-63.8% |
| Admin fee / account holder | $684 | $2,305-70.3% | $14,497-95.3% | $3,454-80.2% |