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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 | $25,794 | $99,345-74.0% | $84,753-69.6% | $273,972-90.6% |
| Participation rate | 55.0% | 80.7%-25.7pp | 76.6%-21.6pp | 83.0%-28.0pp |
| Annual return | 8.77% | 22.93%-14.2pp | 22.78%-14.0pp | 41.46%-32.7pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,900 | $4,270+38.2% | $3,712+58.9% | $5,287+11.6% |
| Admin fee / account holder | $8,816 | $6,645+32.7% | $5,333+65.3% | $10,133-13.0% |