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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 | $40,205 | $41,377-2.8% | $109,313-63.2% | $62,881-36.1% |
| Participation rate | 38.9% | 57.5%-18.7pp | 71.3%-32.4pp | 69.3%-30.4pp |
| Annual return | 4.99% | 11.05%-6.1pp | 22.07%-17.1pp | 20.14%-15.2pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,371 | $2,045-33.0% | $3,166-56.7% | $3,203-57.2% |
| Admin fee / account holder | $1,201 | $2,884-58.3% | $5,666-78.8% | $4,296-72.0% |