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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 | $31,000 | $115,917-73.3% | $100,535-69.2% | $158,982-80.5% |
| Participation rate | 50.0% | 81.6%-31.6pp | 79.4%-29.4pp | 82.0%-32.0pp |
| Annual return | 10.94% | 34.80%-23.9pp | 30.90%-20.0pp | 302.99%-292.1pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,496 | $6,677-32.7% | $6,271-28.3% | $5,983-24.9% |
| Admin fee / account holder | $307 | $11,002-97.2% | $8,085-96.2% | $11,252-97.3% |