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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 | $40,653 | $99,345-59.1% | $84,753-52.0% | $273,972-85.2% |
| Participation rate | 38.1% | 80.7%-42.6pp | 76.6%-38.5pp | 83.0%-44.9pp |
| Annual return | 6.19% | 22.93%-16.7pp | 22.78%-16.6pp | 41.46%-35.3pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,519 | $4,270-64.4% | $3,712-59.1% | $5,287-71.3% |
| Admin fee / account holder | $406 | $6,645-93.9% | $5,333-92.4% | $10,133-96.0% |