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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 | $44,438 | $99,345-55.3% | $84,753-47.6% | $273,972-83.8% |
| Participation rate | 66.7% | 80.7%-14.0pp | 76.6%-9.9pp | 83.0%-16.3pp |
| Annual return | 4.24% | 22.93%-18.7pp | 22.78%-18.5pp | 41.46%-37.2pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,681 | $4,270-60.6% | $3,712-54.7% | $5,287-68.2% |
| Admin fee / account holder | $10,352 | $6,645+55.8% | $5,333+94.1% | $10,133+2.2% |