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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 | $32,967 | $135,956-75.8% | $123,894-73.4% | $273,972-88.0% |
| Participation rate | 62.5% | 84.1%-21.6pp | 81.4%-18.9pp | 83.0%-20.5pp |
| Annual return | 7.26% | 56.63%-49.4pp | 47.52%-40.3pp | 41.46%-34.2pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,821 | $6,343-55.5% | $5,984-52.9% | $5,287-46.6% |
| Admin fee / account holder | $614 | $9,817-93.7% | $8,357-92.7% | $10,133-93.9% |