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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 | $2,555 | $94,439-97.3% | $73,658-96.5% | $154,746-98.3% |
| Participation rate | 69.2% | 64.7%+4.6pp | 57.0%+12.2pp | 80.7%-11.5pp |
| Annual return | 32.51% | 28.25%+4.3pp | 29.72%+2.8pp | 172.34%-139.8pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,582 | $2,527-37.4% | $2,062-23.3% | $6,730-76.5% |
| Admin fee / account holder | $335 | $3,843-91.3% | $3,357-90.0% | $14,365-97.7% |