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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 | $24,695 | $92,219-73.2% | $76,768-67.8% | $135,379-81.8% |
| Participation rate | 45.5% | 79.8%-34.3pp | 77.0%-31.5pp | 82.6%-37.2pp |
| Annual return | 5.77% | 5.46%+0.3pp | 2.43%+3.3pp | 519.79%-514.0pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,943 | $4,508-56.9% | $3,852-49.5% | $5,609-65.4% |
| Admin fee / account holder | $4,199 | $10,749-60.9% | $6,675-37.1% | $10,828-61.2% |