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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 | $20,464 | $90,486-77.4% | $78,676-74.0% | $273,972-92.5% |
| Participation rate | 62.5% | 76.5%-14.0pp | 73.6%-11.1pp | 83.0%-20.5pp |
| Annual return | 7.26% | 75.62%-68.4pp | 62.19%-54.9pp | 41.46%-34.2pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,578 | $3,901+43.0% | $3,517+58.6% | $5,287+5.5% |
| Admin fee / account holder | $7,360 | $5,263+39.8% | $4,510+63.2% | $10,133-27.4% |