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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 | $28,599 | $71,215-59.8% | $93,696-69.5% | $80,935-64.7% |
| Participation rate | 42.9% | 60.4%-17.5pp | 68.7%-25.9pp | 67.7%-24.8pp |
| Annual return | 11.73% | 11.27%+0.5pp | 133.74%-122.0pp | 35.66%-23.9pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,020 | $4,037-25.2% | $4,417-31.6% | $4,299-29.8% |
| Admin fee / account holder | $424 | $6,958-93.9% | $8,287-94.9% | $6,924-93.9% |