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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 | $12,611 | $76,407-83.5% | $150,298-91.6% | $82,448-84.7% |
| Participation rate | 66.7% | 66.4%+0.3pp | 77.8%-11.1pp | 68.1%-1.4pp |
| Annual return | 19.48% | 39.99%-20.5pp | 62.79%-43.3pp | 41.64%-22.2pp |
| Employer contribution / active EE | $5 | $2,614-99.8% | $4,154-99.9% | $2,551-99.8% |
| Participant deferral / active EE | $2,739 | $3,214-14.8% | $5,453-49.8% | $4,139-33.8% |
| Admin fee / account holder | $1,102 | $6,352-82.7% | $14,116-92.2% | $7,234-84.8% |