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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 | $64,056 | $93,346-31.4% | $71,796-10.8% | $273,972-76.6% |
| Participation rate | 28.6% | 76.5%-48.0pp | 69.1%-40.5pp | 83.0%-54.4pp |
| Annual return | 5.81% | 130.39%-124.6pp | 78.04%-72.2pp | 41.46%-35.6pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $723 | $3,475-79.2% | $2,794-74.1% | $5,287-86.3% |
| Admin fee / account holder | $1,523 | $6,571-76.8% | $4,815-68.4% | $10,133-85.0% |