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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 | $35,175 | $93,064-62.2% | $74,577-52.8% | $273,972-87.2% |
| Participation rate | 30.0% | 74.9%-44.9pp | 68.1%-38.1pp | 83.0%-53.0pp |
| Annual return | 5.09% | 26.18%-21.1pp | 20.47%-15.4pp | 41.46%-36.4pp |
| Employer contribution / active EE | $54 | $3,160-98.3% | $2,525-97.9% | $4,869-98.9% |
| Participant deferral / active EE | $736 | $4,160-82.3% | $3,458-78.7% | $5,287-86.1% |
| Admin fee / account holder | $512 | $5,273-90.3% | $4,138-87.6% | $10,133-94.9% |