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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 | $27,871 | $99,345-71.9% | $84,753-67.1% | $273,972-89.8% |
| Participation rate | 62.5% | 80.7%-18.2pp | 76.6%-14.1pp | 83.0%-20.5pp |
| Annual return | 5.22% | 22.93%-17.7pp | 22.78%-17.6pp | 41.46%-36.2pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,050 | $4,270-52.0% | $3,712-44.8% | $5,287-61.2% |
| Admin fee / account holder | $1,767 | $6,645-73.4% | $5,333-66.9% | $10,133-82.6% |