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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 | $30,981 | $77,638-60.1% | $156,551-80.2% | $62,881-50.7% |
| Participation rate | 49.2% | 71.2%-22.0pp | 84.0%-34.8pp | 69.3%-20.1pp |
| Annual return | 5.87% | 50.33%-44.5pp | 32.23%-26.4pp | 20.14%-14.3pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,676 | $3,046-45.0% | $4,871-65.6% | $3,203-47.7% |
| Admin fee / account holder | $1,207 | $5,561-78.3% | $13,028-90.7% | $4,296-71.9% |