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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 | $62,135 | $90,509-31.3% | $78,693-21.0% | $273,968-77.3% |
| Participation rate | 68.4% | 76.5%-8.1pp | 73.6%-5.1pp | 83.0%-14.6pp |
| Annual return | 5.57% | 75.61%-70.0pp | 62.18%-56.6pp | 41.45%-35.9pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,957 | $3,901-49.8% | $3,517-44.4% | $5,287-63.0% |
| Admin fee / account holder | $23,797 | $5,264+352.1% | $4,511+427.6% | $10,132+134.9% |