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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 | $20,412 | $105,623-80.7% | $87,502-76.7% | $273,972-92.5% |
| Participation rate | 58.8% | 78.2%-19.4pp | 73.8%-15.0pp | 83.0%-24.2pp |
| Annual return | 5.64% | 12.26%-6.6pp | 12.21%-6.6pp | 41.46%-35.8pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,550-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,196 | $3,601-66.8% | $3,149-62.0% | $5,287-77.4% |
| Admin fee / account holder | $1,651 | $4,781-65.5% | $4,221-60.9% | $10,133-83.7% |