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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 | $16,810 | $56,484-70.2% | $169,452-90.1% | $64,173-73.8% |
| Participation rate | 67.3% | 64.5%+2.8pp | 77.8%-10.5pp | 69.6%-2.3pp |
| Annual return | -5.92% | -1.55%-4.4pp | 1.83%-7.7pp | 7.63%-13.6pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,157-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,036 | $3,448-40.9% | $5,277-61.4% | $3,470-41.3% |
| Admin fee / account holder | $1,646 | $4,174-60.6% | $9,110-81.9% | $4,887-66.3% |