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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 | $46,520 | $65,685-29.2% | $57,181-18.6% | $273,968-83.0% |
| Participation rate | 38.5% | 78.3%-39.9pp | 75.3%-36.9pp | 83.0%-44.6pp |
| Annual return | 6.07% | 21.99%-15.9pp | 14.59%-8.5pp | 41.45%-35.4pp |
| Employer contribution / active EE | $0 | $3,279-100.0% | $2,682-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,839 | $3,781-51.4% | $3,096-40.6% | $5,287-65.2% |
| Admin fee / account holder | $724 | $4,835-85.0% | $3,139-76.9% | $10,132-92.9% |