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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 | $7,043 | $94,439-92.5% | $73,658-90.4% | $154,746-95.4% |
| Participation rate | 66.7% | 64.7%+2.0pp | 57.0%+9.6pp | 80.7%-14.0pp |
| Annual return | 3.62% | 28.25%-24.6pp | 29.72%-26.1pp | 172.34%-168.7pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,546 | $2,527+0.8% | $2,062+23.5% | $6,730-62.2% |
| Admin fee / account holder | $810 | $3,843-78.9% | $3,357-75.9% | $14,365-94.4% |