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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 | $34,419 | $39,132-12.0% | $57,196-39.8% | $62,881-45.3% |
| Participation rate | 37.8% | 70.5%-32.6pp | 75.3%-37.5pp | 69.3%-31.5pp |
| Annual return | 3.35% | 9.24%-5.9pp | 14.59%-11.2pp | 20.14%-16.8pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,198 | $2,374-49.5% | $3,096-61.3% | $3,203-62.6% |
| Admin fee / account holder | $390 | $2,594-85.0% | $3,141-87.6% | $4,296-90.9% |