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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 | $30,179 | $104,650-71.2% | $83,854-64.0% | $155,188-80.6% |
| Participation rate | 25.0% | 65.1%-40.1pp | 59.1%-34.1pp | 80.8%-55.8pp |
| Annual return | 6.16% | 28.97%-22.8pp | 31.39%-25.2pp | 148.84%-142.7pp |
| Employer contribution / active EE | $0 | $1,196-100.0% | $1,017-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,619 | $2,367-31.6% | $2,035-20.5% | $6,531-75.2% |
| Admin fee / account holder | $2,820 | $3,518-19.9% | $3,197-11.8% | $14,480-80.5% |