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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 | $26,253 | $215,361-87.8% | $171,082-84.7% | $273,972-90.4% |
| Participation rate | 23.8% | 82.0%-58.2pp | 76.7%-52.9pp | 83.0%-59.2pp |
| Annual return | 5.86% | 25.14%-19.3pp | 32.56%-26.7pp | 41.46%-35.6pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,833 | $5,543-66.9% | $4,797-61.8% | $5,287-65.3% |
| Admin fee / account holder | $1,175 | $10,846-89.2% | $8,520-86.2% | $10,133-88.4% |