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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 | $9,674 | $36,948-73.8% | $73,658-86.9% | $87,485-88.9% |
| Participation rate | 67.7% | 46.8%+20.9pp | 57.0%+10.7pp | 68.9%-1.2pp |
| Annual return | 40.61% | 28.64%+12.0pp | 29.72%+10.9pp | 26.06%+14.5pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,162 | $1,379+56.8% | $2,062+4.9% | $4,274-49.4% |
| Admin fee / account holder | $873 | $2,531-65.5% | $3,357-74.0% | $7,775-88.8% |