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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 | $35,218 | $36,844-4.4% | $83,854-58.0% | $65,306-46.1% |
| Participation rate | 10.3% | 29.2%-18.9pp | 59.1%-48.8pp | 57.7%-47.4pp |
| Annual return | 17.28% | 22.28%-5.0pp | 31.39%-14.1pp | 21.94%-4.7pp |
| Employer contribution / active EE | $0 | $415-100.0% | $1,017-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $646 | $1,040-37.8% | $2,035-68.2% | $2,959-78.2% |
| Admin fee / account holder | $831 | $2,546-67.4% | $3,197-74.0% | $3,480-76.1% |