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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 | $28,545 | $77,816-63.3% | $123,552-76.9% | $64,173-55.5% |
| Participation rate | 55.6% | 74.7%-19.2pp | 82.3%-26.7pp | 69.6%-14.0pp |
| Annual return | 2.48% | 12.49%-10.0pp | 119.20%-116.7pp | 7.63%-5.2pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,973 | $5,240-24.2% | $6,426-38.2% | $3,470+14.5% |
| Admin fee / account holder | $11,489 | $5,519+108.2% | $9,285+23.7% | $4,887+135.1% |