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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 | $94,439-68.0% | $73,658-59.0% | $154,746-80.5% |
| Participation rate | 25.0% | 64.7%-39.7pp | 57.0%-32.0pp | 80.7%-55.7pp |
| Annual return | 6.16% | 28.25%-22.1pp | 29.72%-23.6pp | 172.34%-166.2pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,619 | $2,527-35.9% | $2,062-21.5% | $6,730-75.9% |
| Admin fee / account holder | $2,820 | $3,843-26.6% | $3,357-16.0% | $14,365-80.4% |