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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 | $10,405 | $94,439-89.0% | $73,658-85.9% | $154,746-93.3% |
| Participation rate | 61.5% | 64.7%-3.1pp | 57.0%+4.5pp | 80.7%-19.2pp |
| Annual return | 21.90% | 28.25%-6.4pp | 29.72%-7.8pp | 172.34%-150.4pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,768 | $2,527-30.0% | $2,062-14.2% | $6,730-73.7% |
| Admin fee / account holder | $540 | $3,843-85.9% | $3,357-83.9% | $14,365-96.2% |