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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 | $48,986 | $90,486-45.9% | $78,676-37.7% | $273,972-82.1% |
| Participation rate | 66.7% | 76.5%-9.9pp | 73.6%-6.9pp | 83.0%-16.3pp |
| Annual return | 5.86% | 75.62%-69.8pp | 62.19%-56.3pp | 41.46%-35.6pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,614 | $3,901-58.6% | $3,517-54.1% | $5,287-69.5% |
| Admin fee / account holder | $838 | $5,263-84.1% | $4,510-81.4% | $10,133-91.7% |