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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 | $10,574 | $56,134-81.2% | $96,171-89.0% | $85,847-87.7% |
| Participation rate | 62.5% | 56.7%+5.8pp | 68.4%-5.9pp | 69.3%-6.8pp |
| Annual return | 14.95% | 42.30%-27.4pp | 192.04%-177.1pp | 318.61%-303.7pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,799-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,662 | $2,858+98.1% | $4,350+30.1% | $3,952+43.3% |
| Admin fee / account holder | $4,094 | $3,769+8.6% | $5,538-26.1% | $6,261-34.6% |