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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 | $42,294 | $88,707-52.3% | $74,184-43.0% | $273,972-84.6% |
| Participation rate | 54.5% | 79.4%-24.9pp | 76.6%-22.1pp | 83.0%-28.5pp |
| Annual return | 5.59% | 11.94%-6.4pp | 17.74%-12.1pp | 41.46%-35.9pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,657 | $4,212+58.1% | $3,550+87.5% | $5,287+25.9% |
| Admin fee / account holder | $12,508 | $8,717+43.5% | $5,586+123.9% | $10,133+23.4% |