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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 | $23,510 | $90,486-74.0% | $78,676-70.1% | $273,972-91.4% |
| Participation rate | 59.1% | 76.5%-17.4pp | 73.6%-14.5pp | 83.0%-23.9pp |
| Annual return | 6.26% | 75.62%-69.4pp | 62.19%-55.9pp | 41.46%-35.2pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,227 | $3,901-68.6% | $3,517-65.1% | $5,287-76.8% |
| Admin fee / account holder | $846 | $5,263-83.9% | $4,510-81.2% | $10,133-91.7% |