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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 | $25,461 | $215,361-88.2% | $171,082-85.1% | $273,972-90.7% |
| Participation rate | 61.5% | 82.0%-20.5pp | 76.7%-15.2pp | 83.0%-21.5pp |
| Annual return | 9.98% | 25.14%-15.2pp | 32.56%-22.6pp | 41.46%-31.5pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $885 | $5,543-84.0% | $4,797-81.6% | $5,287-83.3% |
| Admin fee / account holder | $3,148 | $10,846-71.0% | $8,520-63.0% | $10,133-68.9% |