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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 | $9,672 | $85,024-88.6% | $70,544-86.3% | $139,466-93.1% |
| Participation rate | 62.5% | 73.9%-11.4pp | 68.4%-5.9pp | 80.3%-17.8pp |
| Annual return | 31.64% | 30.39%+1.2pp | 32.79%-1.2pp | 373.66%-342.0pp |
| Employer contribution / active EE | $0 | $3,912-100.0% | $2,976-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,233 | $5,891-45.1% | $4,568-29.2% | $6,712-51.8% |
| Admin fee / account holder | $381 | $8,928-95.7% | $6,427-94.1% | $11,409-96.7% |