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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 | $20,978 | $69,541-69.8% | $59,899-65.0% | $135,380-84.5% |
| Participation rate | 69.2% | 77.8%-8.6pp | 74.7%-5.5pp | 82.6%-13.4pp |
| Annual return | -4.87% | 7.95%-12.8pp | 3.46%-8.3pp | 519.81%-524.7pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,723-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,968 | $4,206-53.2% | $3,402-42.1% | $5,609-64.9% |
| Admin fee / account holder | $3,796 | $5,737-33.8% | $3,592+5.7% | $10,828-64.9% |