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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 | $5,156 | $104,650-95.1% | $83,854-93.9% | $155,188-96.7% |
| Participation rate | 66.7% | 65.1%+1.6pp | 59.1%+7.6pp | 80.8%-14.1pp |
| Annual return | 18.62% | 28.97%-10.4pp | 31.39%-12.8pp | 148.84%-130.2pp |
| Employer contribution / active EE | $0 | $1,196-100.0% | $1,017-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,297 | $2,367-3.0% | $2,035+12.9% | $6,531-64.8% |
| Admin fee / account holder | $398 | $3,518-88.7% | $3,197-87.6% | $14,480-97.3% |