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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 | $7,942 | $87,166-90.9% | $76,735-89.7% | $137,256-94.2% |
| Participation rate | 64.7% | 74.4%-9.6pp | 69.5%-4.8pp | 80.0%-15.3pp |
| Annual return | 27.98% | 26.50%+1.5pp | 29.77%-1.8pp | 220.34%-192.4pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,116 | $4,726-12.9% | $4,088+0.7% | $6,407-35.8% |
| Admin fee / account holder | $1,839 | $8,403-78.1% | $7,189-74.4% | $12,270-85.0% |