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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 | $35,032 | $93,064-62.4% | $74,577-53.0% | $273,972-87.2% |
| Participation rate | 45.5% | 74.9%-29.5pp | 68.1%-22.7pp | 83.0%-37.6pp |
| Annual return | 4.60% | 26.18%-21.6pp | 20.47%-15.9pp | 41.46%-36.9pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,525-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,247 | $4,160-70.0% | $3,458-63.9% | $5,287-76.4% |
| Admin fee / account holder | $1,221 | $5,273-76.8% | $4,138-70.5% | $10,133-87.9% |