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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 | $23,161 | $93,064-75.1% | $74,577-68.9% | $273,972-91.5% |
| Participation rate | 53.8% | 74.9%-21.1pp | 68.1%-14.3pp | 83.0%-29.2pp |
| Annual return | 5.55% | 26.18%-20.6pp | 20.47%-14.9pp | 41.46%-35.9pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,525-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $829 | $4,160-80.1% | $3,458-76.0% | $5,287-84.3% |
| Admin fee / account holder | $8,595 | $5,273+63.0% | $4,138+107.7% | $10,133-15.2% |