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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 | $60,822 | $96,558-37.0% | $80,977-24.9% | $273,972-77.8% |
| Participation rate | 66.7% | 79.1%-12.4pp | 75.8%-9.1pp | 83.0%-16.3pp |
| Annual return | 4.55% | 15.14%-10.6pp | 17.11%-12.6pp | 41.46%-36.9pp |
| Employer contribution / active EE | $0 | $4,869-100.0% | $3,715-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,330 | $6,598-4.1% | $5,696+11.1% | $5,287+19.7% |
| Admin fee / account holder | $4,006 | $7,493-46.5% | $5,517-27.4% | $10,133-60.5% |