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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 | $23,416 | $90,486-74.1% | $78,676-70.2% | $273,972-91.5% |
| Participation rate | 33.3% | 76.5%-43.2pp | 73.6%-40.2pp | 83.0%-49.7pp |
| Annual return | 9.15% | 75.62%-66.5pp | 62.19%-53.0pp | 41.46%-32.3pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,207 | $3,901-17.8% | $3,517-8.8% | $5,287-39.3% |
| Admin fee / account holder | $1,081 | $5,263-79.5% | $4,510-76.0% | $10,133-89.3% |