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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 | $29,479 | $88,707-66.8% | $74,184-60.3% | $273,972-89.2% |
| Participation rate | 42.9% | 79.4%-36.6pp | 76.6%-33.8pp | 83.0%-40.2pp |
| Annual return | 4.97% | 11.94%-7.0pp | 17.74%-12.8pp | 41.46%-36.5pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,434 | $4,212-66.0% | $3,550-59.6% | $5,287-72.9% |
| Admin fee / account holder | $632 | $8,717-92.8% | $5,586-88.7% | $10,133-93.8% |