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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 | $12,398 | $81,331-84.8% | $155,534-92.0% | $80,935-84.7% |
| Participation rate | 68.8% | 66.3%+2.5pp | 78.2%-9.5pp | 67.7%+1.1pp |
| Annual return | 14.35% | 33.37%-19.0pp | 64.92%-50.6pp | 35.66%-21.3pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,473 | $3,454+0.5% | $5,630-38.3% | $4,299-19.2% |
| Admin fee / account holder | $1,417 | $7,999-82.3% | $15,900-91.1% | $6,924-79.5% |