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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 | $24,253 | $96,558-74.9% | $80,977-70.0% | $273,972-91.1% |
| Participation rate | 68.8% | 79.1%-10.3pp | 75.8%-7.1pp | 83.0%-14.3pp |
| Annual return | 2.88% | 15.14%-12.3pp | 17.11%-14.2pp | 41.46%-38.6pp |
| Employer contribution / active EE | $0 | $4,869-100.0% | $3,715-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,479 | $6,598-62.4% | $5,696-56.5% | $5,287-53.1% |
| Admin fee / account holder | $4,083 | $7,493-45.5% | $5,517-26.0% | $10,133-59.7% |