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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 | $26,888 | $113,941-76.4% | $94,229-71.5% | $125,389-78.6% |
| Participation rate | 50.0% | 82.9%-32.9pp | 78.8%-28.8pp | 83.2%-33.2pp |
| Annual return | 3.25% | 5.29%-2.0pp | 10.68%-7.4pp | 282.24%-279.0pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,726 | $5,179-66.7% | $4,320-60.1% | $5,352-67.7% |
| Admin fee / account holder | $3,091 | $8,392-63.2% | $6,269-50.7% | $9,541-67.6% |