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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 | $34,005 | $105,623-67.8% | $87,502-61.1% | $273,972-87.6% |
| Participation rate | 44.4% | 78.2%-33.7pp | 73.8%-29.4pp | 83.0%-38.6pp |
| Annual return | 2.20% | 12.26%-10.1pp | 12.21%-10.0pp | 41.46%-39.3pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,550-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,344 | $3,601-34.9% | $3,149-25.6% | $5,287-55.7% |
| Admin fee / account holder | $375 | $4,781-92.2% | $4,221-91.1% | $10,133-96.3% |