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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 | $85,447 | $105,623-19.1% | $87,502-2.3% | $273,972-68.8% |
| Participation rate | 41.2% | 78.2%-37.0pp | 73.8%-32.7pp | 83.0%-41.8pp |
| Annual return | 6.56% | 12.26%-5.7pp | 12.21%-5.7pp | 41.46%-34.9pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,550-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,476 | $3,601-31.2% | $3,149-21.4% | $5,287-53.2% |
| Admin fee / account holder | $23,328 | $4,781+388.0% | $4,221+452.7% | $10,133+130.2% |