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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 | $28,037 | $135,956-79.4% | $123,894-77.4% | $273,972-89.8% |
| Participation rate | 12.5% | 84.1%-71.6pp | 81.4%-68.9pp | 83.0%-70.5pp |
| Annual return | 7.34% | 56.63%-49.3pp | 47.52%-40.2pp | 41.46%-34.1pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,308 | $6,343-47.8% | $5,984-44.7% | $5,287-37.4% |
| Admin fee / account holder | $52,263 | $9,817+432.3% | $8,357+525.4% | $10,133+415.8% |