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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 | $36,350 | $90,486-59.8% | $78,676-53.8% | $273,972-86.7% |
| Participation rate | 50.0% | 76.5%-26.5pp | 73.6%-23.6pp | 83.0%-33.0pp |
| Annual return | 7.87% | 75.62%-67.8pp | 62.19%-54.3pp | 41.46%-33.6pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,883 | $3,901-51.7% | $3,517-46.4% | $5,287-64.4% |
| Admin fee / account holder | $765 | $5,263-85.5% | $4,510-83.0% | $10,133-92.5% |