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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 | $64,771 | $99,345-34.8% | $84,753-23.6% | $273,972-76.4% |
| Participation rate | 33.3% | 80.7%-47.4pp | 76.6%-43.3pp | 83.0%-49.7pp |
| Annual return | 8.07% | 22.93%-14.9pp | 22.78%-14.7pp | 41.46%-33.4pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,328 | $4,270-22.1% | $3,712-10.3% | $5,287-37.1% |
| Admin fee / account holder | $24,330 | $6,645+266.1% | $5,333+356.2% | $10,133+140.1% |