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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 | $8,862 | $57,119-84.5% | $85,187-89.6% | $80,935-89.1% |
| Participation rate | 58.6% | 56.4%+2.2pp | 67.5%-8.9pp | 67.7%-9.0pp |
| Annual return | 11.81% | 21.70%-9.9pp | 66.67%-54.9pp | 35.66%-23.9pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,732-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,752 | $3,115+20.5% | $4,525-17.1% | $4,299-12.7% |
| Admin fee / account holder | $3,697 | $4,990-25.9% | $6,162-40.0% | $6,924-46.6% |