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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 | $30,082 | $90,509-66.8% | $78,693-61.8% | $273,968-89.0% |
| Participation rate | 42.9% | 76.5%-33.7pp | 73.6%-30.7pp | 83.0%-40.2pp |
| Annual return | 4.47% | 75.61%-71.1pp | 62.18%-57.7pp | 41.45%-37.0pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,916 | $3,901-25.3% | $3,517-17.1% | $5,287-44.9% |
| Admin fee / account holder | $8,129 | $5,264+54.4% | $4,511+80.2% | $10,132-19.8% |