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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 | $43,251 | $93,346-53.7% | $71,796-39.8% | $273,972-84.2% |
| Participation rate | 45.8% | 76.5%-30.7pp | 69.1%-23.3pp | 83.0%-37.2pp |
| Annual return | 6.56% | 130.39%-123.8pp | 78.04%-71.5pp | 41.46%-34.9pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,582 | $3,475+31.9% | $2,794+64.0% | $5,287-13.3% |
| Admin fee / account holder | $1,320 | $6,571-79.9% | $4,815-72.6% | $10,133-87.0% |