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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 | $16,374 | $99,345-83.5% | $84,753-80.7% | $273,972-94.0% |
| Participation rate | 23.5% | 80.7%-57.2pp | 76.6%-53.1pp | 83.0%-59.5pp |
| Annual return | 5.89% | 22.93%-17.0pp | 22.78%-16.9pp | 41.46%-35.6pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,424 | $4,270-43.2% | $3,712-34.7% | $5,287-54.1% |
| Admin fee / account holder | $1,068 | $6,645-83.9% | $5,333-80.0% | $10,133-89.5% |