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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 | $53,381 | $88,707-39.8% | $74,184-28.0% | $273,972-80.5% |
| Participation rate | 37.5% | 79.4%-41.9pp | 76.6%-39.1pp | 83.0%-45.5pp |
| Annual return | 3.77% | 11.94%-8.2pp | 17.74%-14.0pp | 41.46%-37.7pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,666 | $4,212-36.7% | $3,550-24.9% | $5,287-49.6% |
| Admin fee / account holder | $493 | $8,717-94.3% | $5,586-91.2% | $10,133-95.1% |