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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 | $57,139 | $99,345-42.5% | $84,753-32.6% | $273,972-79.1% |
| Participation rate | 40.0% | 80.7%-40.7pp | 76.6%-36.6pp | 83.0%-43.0pp |
| Annual return | 5.88% | 22.93%-17.1pp | 22.78%-16.9pp | 41.46%-35.6pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,308 | $4,270-69.4% | $3,712-64.8% | $5,287-75.3% |
| Admin fee / account holder | $746 | $6,645-88.8% | $5,333-86.0% | $10,133-92.6% |