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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 | $29,272 | $72,177-59.4% | $115,038-74.6% | $59,633-50.9% |
| Participation rate | 31.5% | 72.6%-41.1pp | 81.4%-49.9pp | 68.7%-37.2pp |
| Annual return | 1.26% | 12.02%-10.8pp | 26.14%-24.9pp | 2041.45%-2040.2pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,033 | $4,783-36.6% | $6,026-49.7% | $3,192-5.0% |
| Admin fee / account holder | $4,260 | $4,927-13.5% | $8,175-47.9% | $4,297-0.9% |