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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 | $43,661 | $90,486-51.7% | $78,676-44.5% | $273,972-84.1% |
| Participation rate | 30.8% | 76.5%-45.8pp | 73.6%-42.8pp | 83.0%-52.2pp |
| Annual return | 5.40% | 75.62%-70.2pp | 62.19%-56.8pp | 41.46%-36.1pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,458 | $3,901-62.6% | $3,517-58.6% | $5,287-72.4% |
| Admin fee / account holder | $21,313 | $5,263+304.9% | $4,510+372.6% | $10,133+110.3% |