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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 | $62,730 | $65,712-4.5% | $57,196+9.7% | $273,972-77.1% |
| Participation rate | 42.9% | 78.3%-35.5pp | 75.3%-32.5pp | 83.0%-40.2pp |
| Annual return | 4.76% | 22.01%-17.3pp | 14.59%-9.8pp | 41.46%-36.7pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,593 | $3,782-5.0% | $3,096+16.1% | $5,287-32.0% |
| Admin fee / account holder | $9,809 | $4,838+102.8% | $3,141+212.3% | $10,133-3.2% |