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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 | $66,185 | $215,361-69.3% | $171,082-61.3% | $273,972-75.8% |
| Participation rate | 53.8% | 82.0%-28.2pp | 76.7%-22.8pp | 83.0%-29.2pp |
| Annual return | 5.81% | 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 | $2,043 | $5,543-63.2% | $4,797-57.4% | $5,287-61.4% |
| Admin fee / account holder | $4,601 | $10,846-57.6% | $8,520-46.0% | $10,133-54.6% |