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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 | $66,231 | $88,707-25.3% | $74,184-10.7% | $273,972-75.8% |
| Participation rate | 64.7% | 79.4%-14.7pp | 76.6%-11.9pp | 83.0%-18.3pp |
| Annual return | 5.64% | 11.94%-6.3pp | 17.74%-12.1pp | 41.46%-35.8pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,765 | $4,212-58.1% | $3,550-50.3% | $5,287-66.6% |
| Admin fee / account holder | $9,231 | $8,717+5.9% | $5,586+65.3% | $10,133-8.9% |