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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 | $8,916 | $75,541-88.2% | $152,093-94.1% | $82,637-89.2% |
| Participation rate | 66.7% | 66.5%+0.1pp | 77.8%-11.1pp | 68.1%-1.4pp |
| Annual return | 19.08% | 32.56%-13.5pp | 66.36%-47.3pp | 53.51%-34.4pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,515 | $3,206-52.7% | $5,451-72.2% | $4,126-63.3% |
| Admin fee / account holder | $775 | $6,405-87.9% | $14,497-94.7% | $7,339-89.4% |