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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 | $24,503 | $135,956-82.0% | $123,894-80.2% | $273,972-91.1% |
| Participation rate | 45.5% | 84.1%-38.6pp | 81.4%-36.0pp | 83.0%-37.6pp |
| Annual return | 8.78% | 56.63%-47.8pp | 47.52%-38.7pp | 41.46%-32.7pp |
| Employer contribution / active EE | $1 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,508 | $6,343-13.2% | $5,984-8.0% | $5,287+4.2% |
| Admin fee / account holder | $698 | $9,817-92.9% | $8,357-91.7% | $10,133-93.1% |