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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 | $7,363 | $104,650-93.0% | $83,854-91.2% | $155,188-95.3% |
| Participation rate | 55.6% | 65.1%-9.5pp | 59.1%-3.6pp | 80.8%-25.2pp |
| Annual return | 24.61% | 28.97%-4.4pp | 31.39%-6.8pp | 148.84%-124.2pp |
| Employer contribution / active EE | $0 | $1,196-100.0% | $1,017-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,278 | $2,367-3.8% | $2,035+12.0% | $6,531-65.1% |
| Admin fee / account holder | $512 | $3,518-85.5% | $3,197-84.0% | $14,480-96.5% |