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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 | $30,286 | $83,337-63.7% | $67,834-55.4% | $273,972-88.9% |
| Participation rate | 47.8% | 76.4%-28.6pp | 68.8%-21.0pp | 83.0%-35.2pp |
| Annual return | 4.77% | 259.45%-254.7pp | 138.47%-133.7pp | 41.46%-36.7pp |
| Employer contribution / active EE | $0 | $3,287-100.0% | $2,403-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,173 | $4,088-71.3% | $3,160-62.9% | $5,287-77.8% |
| Admin fee / account holder | $747 | $6,752-88.9% | $4,622-83.8% | $10,133-92.6% |