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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 | $65,249 | $65,712-0.7% | $57,196+14.1% | $273,972-76.2% |
| Participation rate | 68.8% | 78.3%-9.6pp | 75.3%-6.6pp | 83.0%-14.3pp |
| Annual return | 9.85% | 22.01%-12.2pp | 14.59%-4.7pp | 41.46%-31.6pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,074 | $3,782-18.7% | $3,096-0.7% | $5,287-41.9% |
| Admin fee / account holder | $8,637 | $4,838+78.5% | $3,141+175.0% | $10,133-14.8% |