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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 | $36,884 | $83,337-55.7% | $67,834-45.6% | $273,972-86.5% |
| Participation rate | 56.3% | 76.4%-20.2pp | 68.8%-12.5pp | 83.0%-26.8pp |
| Annual return | 5.71% | 259.45%-253.7pp | 138.47%-132.8pp | 41.46%-35.7pp |
| Employer contribution / active EE | $0 | $3,287-100.0% | $2,403-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,292 | $4,088-68.4% | $3,160-59.1% | $5,287-75.6% |
| Admin fee / account holder | $1,232 | $6,752-81.7% | $4,622-73.3% | $10,133-87.8% |