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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 | $28,673 | $93,346-69.3% | $71,796-60.1% | $273,972-89.5% |
| Participation rate | 62.5% | 76.5%-14.0pp | 69.1%-6.6pp | 83.0%-20.5pp |
| Annual return | 6.10% | 130.39%-124.3pp | 78.04%-71.9pp | 41.46%-35.4pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,971 | $3,475-43.3% | $2,794-29.5% | $5,287-62.7% |
| Admin fee / account holder | $5,331 | $6,571-18.9% | $4,815+10.7% | $10,133-47.4% |