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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 | $29,403 | $65,685-55.2% | $57,181-48.6% | $273,965-89.3% |
| Participation rate | 27.3% | 78.3%-51.1pp | 75.3%-48.1pp | 83.0%-55.7pp |
| Annual return | 5.36% | 21.99%-16.6pp | 14.59%-9.2pp | 41.45%-36.1pp |
| Employer contribution / active EE | $0 | $3,279-100.0% | $2,682-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,269 | $3,781-66.4% | $3,096-59.0% | $5,287-76.0% |
| Admin fee / account holder | $1,074 | $4,835-77.8% | $3,139-65.8% | $10,132-89.4% |