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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 | $108,134 | $215,361-49.8% | $171,082-36.8% | $273,972-60.5% |
| Participation rate | 50.0% | 82.0%-32.0pp | 76.7%-26.7pp | 83.0%-33.0pp |
| Annual return | 8.76% | 25.14%-16.4pp | 32.56%-23.8pp | 41.46%-32.7pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,130 | $5,543-79.6% | $4,797-76.5% | $5,287-78.6% |
| Admin fee / account holder | $1,457 | $10,846-86.6% | $8,520-82.9% | $10,133-85.6% |