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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 | $28,539 | $90,486-68.5% | $78,676-63.7% | $273,972-89.6% |
| Participation rate | 63.6% | 76.5%-12.9pp | 73.6%-9.9pp | 83.0%-19.4pp |
| Annual return | 3.89% | 75.62%-71.7pp | 62.19%-58.3pp | 41.46%-37.6pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,986 | $3,901+27.8% | $3,517+41.8% | $5,287-5.7% |
| Admin fee / account holder | $472 | $5,263-91.0% | $4,510-89.5% | $10,133-95.3% |