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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 | $57,532 | $215,361-73.3% | $171,082-66.4% | $273,972-79.0% |
| Participation rate | 50.0% | 82.0%-32.0pp | 76.7%-26.7pp | 83.0%-33.0pp |
| Annual return | 2.12% | 25.14%-23.0pp | 32.56%-30.4pp | 41.46%-39.3pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $795 | $5,543-85.7% | $4,797-83.4% | $5,287-85.0% |
| Admin fee / account holder | $29,104 | $10,846+168.3% | $8,520+241.6% | $10,133+187.2% |