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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 | $87,126 | $215,361-59.5% | $171,082-49.1% | $273,972-68.2% |
| Participation rate | 29.2% | 82.0%-52.9pp | 76.7%-47.5pp | 83.0%-53.8pp |
| Annual return | 8.47% | 25.14%-16.7pp | 32.56%-24.1pp | 41.46%-33.0pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,788 | $5,543-49.7% | $4,797-41.9% | $5,287-47.3% |
| Admin fee / account holder | $3,993 | $10,846-63.2% | $8,520-53.1% | $10,133-60.6% |