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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 | $11,602 | $39,132-70.4% | $57,196-79.7% | $62,881-81.5% |
| Participation rate | 35.8% | 70.5%-34.7pp | 75.3%-39.5pp | 69.3%-33.5pp |
| Annual return | 9.28% | 9.24%0pp | 14.59%-5.3pp | 20.14%-10.9pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,080 | $2,374-54.5% | $3,096-65.1% | $3,203-66.3% |
| Admin fee / account holder | $527 | $2,594-79.7% | $3,141-83.2% | $4,296-87.7% |