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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 | $12,943 | $43,075-70.0% | $74,577-82.6% | $62,881-79.4% |
| Participation rate | 62.5% | 58.1%+4.4pp | 68.1%-5.6pp | 69.3%-6.8pp |
| Annual return | 7.22% | 17.50%-10.3pp | 20.47%-13.2pp | 20.14%-12.9pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $886 | $2,389-62.9% | $3,458-74.4% | $3,203-72.3% |
| Admin fee / account holder | $858 | $2,840-69.8% | $4,138-79.3% | $4,296-80.0% |