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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 | $34,007 | $93,064-63.5% | $74,577-54.4% | $273,972-87.6% |
| Participation rate | 50.0% | 74.9%-24.9pp | 68.1%-18.1pp | 83.0%-33.0pp |
| Annual return | 4.74% | 26.18%-21.4pp | 20.47%-15.7pp | 41.46%-36.7pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,525-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $517 | $4,160-87.6% | $3,458-85.0% | $5,287-90.2% |
| Admin fee / account holder | $1,225 | $5,273-76.8% | $4,138-70.4% | $10,133-87.9% |