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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 | $55,683 | $105,623-47.3% | $87,502-36.4% | $273,972-79.7% |
| Participation rate | 60.0% | 78.2%-18.2pp | 73.8%-13.8pp | 83.0%-23.0pp |
| Annual return | 4.76% | 12.26%-7.5pp | 12.21%-7.5pp | 41.46%-36.7pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,550-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,458 | $3,601-59.5% | $3,149-53.7% | $5,287-72.4% |
| Admin fee / account holder | $9,993 | $4,781+109.0% | $4,221+136.8% | $10,133-1.4% |