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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 | $59,398 | $90,486-34.4% | $78,676-24.5% | $273,972-78.3% |
| Participation rate | 50.0% | 76.5%-26.5pp | 73.6%-23.6pp | 83.0%-33.0pp |
| Annual return | 4.41% | 75.62%-71.2pp | 62.19%-57.8pp | 41.46%-37.0pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,500 | $3,901-35.9% | $3,517-28.9% | $5,287-52.7% |
| Admin fee / account holder | $9,215 | $5,263+75.1% | $4,510+104.3% | $10,133-9.1% |