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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 | $77,722 | $90,509-14.1% | $78,693-1.2% | $273,968-71.6% |
| Participation rate | 9.1% | 76.5%-67.4pp | 73.6%-64.5pp | 83.0%-73.9pp |
| Annual return | 4.87% | 75.61%-70.7pp | 62.18%-57.3pp | 41.45%-36.6pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,224 | $3,901-43.0% | $3,517-36.7% | $5,287-57.9% |
| Admin fee / account holder | $42,113 | $5,264+700.0% | $4,511+833.6% | $10,132+315.6% |