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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 | $63,135 | $48,300+30.7% | $40,145,923-99.8% | $62,881+0.4% |
| Participation rate | 56.0% | 62.0%-6.0pp | 68.4%-12.4pp | 69.3%-13.3pp |
| Annual return | 6.21% | 6.95%-0.7pp | 5.24%+1.0pp | 20.14%-13.9pp |
| Employer contribution / active EE | $0 | $1,333-100.0% | $1,844-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,375 | $2,388+41.3% | $2,591+30.3% | $3,203+5.4% |
| Admin fee / account holder | $18,187 | $2,919+523.2% | $2,903+526.4% | $4,296+323.4% |