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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 | $23,814 | $96,558-75.3% | $80,977-70.6% | $273,972-91.3% |
| Participation rate | 66.7% | 79.1%-12.4pp | 75.8%-9.1pp | 83.0%-16.3pp |
| Annual return | 4.02% | 15.14%-11.1pp | 17.11%-13.1pp | 41.46%-37.4pp |
| Employer contribution / active EE | $0 | $4,869-100.0% | $3,715-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,704 | $6,598-43.9% | $5,696-35.0% | $5,287-30.0% |
| Admin fee / account holder | $321 | $7,493-95.7% | $5,517-94.2% | $10,133-96.8% |