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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 | $40,014 | $90,486-55.8% | $78,676-49.1% | $273,972-85.4% |
| Participation rate | 47.4% | 76.5%-29.2pp | 73.6%-26.2pp | 83.0%-35.6pp |
| Annual return | 8.16% | 75.62%-67.5pp | 62.19%-54.0pp | 41.46%-33.3pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,903 | $3,901+76.9% | $3,517+96.3% | $5,287+30.6% |
| Admin fee / account holder | $8,244 | $5,263+56.6% | $4,510+82.8% | $10,133-18.6% |