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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 | $42,996 | $99,345-56.7% | $84,753-49.3% | $273,972-84.3% |
| Participation rate | 27.8% | 80.7%-52.9pp | 76.6%-48.8pp | 83.0%-55.2pp |
| Annual return | 7.82% | 22.93%-15.1pp | 22.78%-15.0pp | 41.46%-33.6pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,382 | $4,270-67.6% | $3,712-62.8% | $5,287-73.9% |
| Admin fee / account holder | $1,172 | $6,645-82.4% | $5,333-78.0% | $10,133-88.4% |