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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 | $57,371 | $153,311-62.6% | $109,313-47.5% | $273,972-79.1% |
| Participation rate | 33.3% | 80.1%-46.8pp | 71.3%-37.9pp | 83.0%-49.7pp |
| Annual return | 6.01% | 29.86%-23.9pp | 22.07%-16.1pp | 41.46%-35.4pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,185 | $3,932-69.9% | $3,166-62.6% | $5,287-77.6% |
| Admin fee / account holder | $16,217 | $8,076+100.8% | $5,666+186.2% | $10,133+60.0% |