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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 | $61,032 | $65,712-7.1% | $57,196+6.7% | $273,972-77.7% |
| Participation rate | 28.6% | 78.3%-49.8pp | 75.3%-46.8pp | 83.0%-54.4pp |
| Annual return | 7.04% | 22.01%-15.0pp | 14.59%-7.6pp | 41.46%-34.4pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,528 | $3,782-59.6% | $3,096-50.6% | $5,287-71.1% |
| Admin fee / account holder | $596 | $4,838-87.7% | $3,141-81.0% | $10,133-94.1% |