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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 | $31,755 | $77,638-59.1% | $156,551-79.7% | $62,881-49.5% |
| Participation rate | 47.1% | 71.2%-24.1pp | 84.0%-37.0pp | 69.3%-22.2pp |
| Annual return | 7.26% | 50.33%-43.1pp | 32.23%-25.0pp | 20.14%-12.9pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,194 | $3,046-60.8% | $4,871-75.5% | $3,203-62.7% |
| Admin fee / account holder | $3,801 | $5,561-31.7% | $13,028-70.8% | $4,296-11.5% |