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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 | $59,033 | $93,346-36.8% | $71,796-17.8% | $273,972-78.5% |
| Participation rate | 57.1% | 76.5%-19.4pp | 69.1%-12.0pp | 83.0%-25.9pp |
| Annual return | 7.90% | 130.39%-122.5pp | 78.04%-70.1pp | 41.46%-33.6pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,977 | $3,475-43.1% | $2,794-29.3% | $5,287-62.6% |
| Admin fee / account holder | $42,727 | $6,571+550.3% | $4,815+787.4% | $10,133+321.7% |