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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 | $30,341 | $84,236-64.0% | $170,439-82.2% | $70,124-56.7% |
| Participation rate | 37.0% | 70.8%-33.9pp | 83.6%-46.6pp | 69.5%-32.6pp |
| Annual return | 14.11% | 23.06%-8.9pp | 205.94%-191.8pp | 73.14%-59.0pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,019 | $3,086-67.0% | $4,939-79.4% | $3,332-69.4% |
| Admin fee / account holder | $3,065 | $5,698-46.2% | $13,881-77.9% | $4,645-34.0% |