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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 | $29,090 | $124,314-76.6% | $109,163-73.4% | $167,518-82.6% |
| Participation rate | 62.5% | 79.4%-16.9pp | 75.9%-13.4pp | 82.1%-19.6pp |
| Annual return | 10.03% | 26.04%-16.0pp | 25.75%-15.7pp | 478.71%-468.7pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $2,972 | $5,256-43.5% | $4,654-36.1% | $6,342-53.1% |
| Admin fee / account holder | $3,025 | $7,973-62.1% | $6,754-55.2% | $12,312-75.4% |