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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 | $31,731 | $96,558-67.1% | $80,977-60.8% | $273,972-88.4% |
| Participation rate | 34.8% | 79.1%-44.3pp | 75.8%-41.0pp | 83.0%-48.2pp |
| Annual return | 5.66% | 15.14%-9.5pp | 17.11%-11.4pp | 41.46%-35.8pp |
| Employer contribution / active EE | $0 | $4,869-100.0% | $3,715-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,653 | $6,598-74.9% | $5,696-71.0% | $5,287-68.7% |
| Admin fee / account holder | $4,235 | $7,493-43.5% | $5,517-23.2% | $10,133-58.2% |