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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 | $58,470 | $96,562-39.4% | $80,976-27.8% | $273,968-78.7% |
| Participation rate | 55.6% | 79.1%-23.5pp | 75.8%-20.3pp | 83.0%-27.5pp |
| Annual return | 8.02% | 15.14%-7.1pp | 17.10%-9.1pp | 41.45%-33.4pp |
| Employer contribution / active EE | $0 | $4,868-100.0% | $3,714-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,970 | $6,597-9.5% | $5,696+4.8% | $5,287+12.9% |
| Admin fee / account holder | $12,221 | $7,493+63.1% | $5,516+121.6% | $10,132+20.6% |