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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 | $107,858 | $215,361-49.9% | $171,082-37.0% | $273,972-60.6% |
| Participation rate | 7.1% | 82.0%-74.9pp | 76.7%-69.6pp | 83.0%-75.9pp |
| Annual return | 7.53% | 25.14%-17.6pp | 32.56%-25.0pp | 41.46%-33.9pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,000 | $5,543-82.0% | $4,797-79.2% | $5,287-81.1% |
| Admin fee / account holder | $7,211 | $10,846-33.5% | $8,520-15.4% | $10,133-28.8% |