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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 | $31,609 | $77,638-59.3% | $156,551-79.8% | $62,881-49.7% |
| Participation rate | 29.3% | 71.2%-41.9pp | 84.0%-54.7pp | 69.3%-40.0pp |
| Annual return | 6.06% | 50.33%-44.3pp | 32.23%-26.2pp | 20.14%-14.1pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $877 | $3,046-71.2% | $4,871-82.0% | $3,203-72.6% |
| Admin fee / account holder | $2,302 | $5,561-58.6% | $13,028-82.3% | $4,296-46.4% |