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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 | $23,230 | $215,361-89.2% | $171,082-86.4% | $273,972-91.5% |
| Participation rate | 26.3% | 82.0%-55.7pp | 76.7%-50.4pp | 83.0%-56.7pp |
| Annual return | 9.50% | 25.14%-15.6pp | 32.56%-23.1pp | 41.46%-32.0pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,171 | $5,543-78.9% | $4,797-75.6% | $5,287-77.8% |
| Admin fee / account holder | $2,745 | $10,846-74.7% | $8,520-67.8% | $10,133-72.9% |