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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 | $54,990 | $93,346-41.1% | $71,796-23.4% | $273,972-79.9% |
| Participation rate | 63.2% | 76.5%-13.4pp | 69.1%-6.0pp | 83.0%-19.9pp |
| Annual return | 5.07% | 130.39%-125.3pp | 78.04%-73.0pp | 41.46%-36.4pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,478 | $3,475-28.7% | $2,794-11.3% | $5,287-53.1% |
| Admin fee / account holder | $2,534 | $6,571-61.4% | $4,815-47.4% | $10,133-75.0% |