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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 | $38,527 | $93,346-58.7% | $71,796-46.3% | $273,972-85.9% |
| Participation rate | 57.1% | 76.5%-19.4pp | 69.1%-12.0pp | 83.0%-25.9pp |
| Annual return | 5.02% | 130.39%-125.4pp | 78.04%-73.0pp | 41.46%-36.4pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,636 | $3,475-52.9% | $2,794-41.5% | $5,287-69.1% |
| Admin fee / account holder | $10,964 | $6,571+66.9% | $4,815+127.7% | $10,133+8.2% |