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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 | $36,148 | $43,075-16.1% | $74,577-51.5% | $62,881-42.5% |
| Participation rate | 30.2% | 58.1%-27.9pp | 68.1%-37.9pp | 69.3%-39.1pp |
| Annual return | 5.28% | 17.50%-12.2pp | 20.47%-15.2pp | 20.14%-14.9pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $756 | $2,389-68.4% | $3,458-78.1% | $3,203-76.4% |
| Admin fee / account holder | $434 | $2,840-84.7% | $4,138-89.5% | $4,296-89.9% |