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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 | $36,145 | $97,881-63.1% | $80,004-54.8% | $125,393-71.2% |
| Participation rate | 40.0% | 77.9%-37.9pp | 73.0%-33.0pp | 83.2%-43.2pp |
| Annual return | 1.45% | 9.36%-7.9pp | 7.63%-6.2pp | 282.23%-280.8pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,473-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,427 | $3,744-61.9% | $3,204-55.5% | $5,351-73.3% |
| Admin fee / account holder | $19,009 | $6,278+202.8% | $5,033+277.6% | $9,541+99.2% |