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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 | $9,229 | $45,872-79.9% | $77,100-88.0% | $68,490-86.5% |
| Participation rate | 54.1% | 55.9%-1.9pp | 67.9%-13.9pp | 67.9%-13.8pp |
| Annual return | 58.58% | 1.73%+56.9pp | 42.35%+16.2pp | -7.85%+66.4pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,724 | $2,963+93.2% | $4,430+29.2% | $4,028+42.1% |
| Admin fee / account holder | $959 | $3,041-68.5% | $5,443-82.4% | $5,403-82.3% |