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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 | $28,186 | $90,486-68.8% | $78,676-64.2% | $273,972-89.7% |
| Participation rate | 30.8% | 76.5%-45.8pp | 73.6%-42.8pp | 83.0%-52.2pp |
| Annual return | 7.08% | 75.62%-68.5pp | 62.19%-55.1pp | 41.46%-34.4pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,487 | $3,901-61.9% | $3,517-57.7% | $5,287-71.9% |
| Admin fee / account holder | $872 | $5,263-83.4% | $4,510-80.7% | $10,133-91.4% |