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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 | $45,882 | $99,343-53.8% | $84,751-45.9% | $273,968-83.3% |
| Participation rate | 66.7% | 80.7%-14.0pp | 76.6%-9.9pp | 83.0%-16.3pp |
| Annual return | 7.42% | 22.93%-15.5pp | 22.78%-15.4pp | 41.45%-34.0pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,885 | $4,269-55.8% | $3,712-49.2% | $5,287-64.3% |
| Admin fee / account holder | $1,750 | $6,645-73.7% | $5,333-67.2% | $10,132-82.7% |