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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 | $28,074 | $153,311-81.7% | $109,313-74.3% | $273,972-89.8% |
| Participation rate | 23.8% | 80.1%-56.3pp | 71.3%-47.5pp | 83.0%-59.2pp |
| Annual return | 4.64% | 29.86%-25.2pp | 22.07%-17.4pp | 41.46%-36.8pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $266 | $3,932-93.2% | $3,166-91.6% | $5,287-95.0% |
| Admin fee / account holder | $16,972 | $8,076+110.2% | $5,666+199.5% | $10,133+67.5% |