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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 | $13,432 | $69,518-80.7% | $59,887-77.6% | $135,379-90.1% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.7%-8.0pp | 82.6%-16.0pp |
| Annual return | 2.54% | 7.95%-5.4pp | 3.46%-0.9pp | 519.79%-517.3pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,960 | $4,204+41.8% | $3,402+75.2% | $5,609+6.3% |
| Admin fee / account holder | $4,561 | $5,734-20.5% | $3,591+27.0% | $10,828-57.9% |