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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 | $20,989 | $87,544-76.0% | $75,784-72.3% | $125,388-83.3% |
| Participation rate | 30.8% | 80.2%-49.4pp | 75.8%-45.1pp | 83.2%-52.4pp |
| Annual return | 3.62% | 13.49%-9.9pp | 9.68%-6.1pp | 282.24%-278.6pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $996 | $4,229-76.4% | $3,652-72.7% | $5,352-81.4% |
| Admin fee / account holder | $515 | $6,502-92.1% | $5,300-90.3% | $9,541-94.6% |