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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 | $8,109 | $61,125-86.7% | $94,057-91.4% | $87,485-90.7% |
| Participation rate | 66.7% | 64.1%+2.6pp | 73.3%-6.7pp | 68.9%-2.3pp |
| Annual return | 17.27% | 35.20%-17.9pp | 480.62%-463.3pp | 26.06%-8.8pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,860 | $3,260-43.0% | $4,709-60.5% | $4,274-56.5% |
| Admin fee / account holder | $695 | $5,629-87.7% | $7,244-90.4% | $7,775-91.1% |