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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 | $41,895 | $77,962-46.3% | $178,540-76.5% | $80,935-48.2% |
| Participation rate | 20.3% | 65.7%-45.4pp | 77.1%-56.8pp | 67.7%-47.3pp |
| Annual return | 12.32% | 18.10%-5.8pp | 27.15%-14.8pp | 35.66%-23.3pp |
| Employer contribution / active EE | $0 | $2,280-100.0% | $3,953-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,834 | $4,404-58.4% | $6,281-70.8% | $4,299-57.4% |
| Admin fee / account holder | $886 | $7,156-87.6% | $10,424-91.5% | $6,924-87.2% |