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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 | $74,307 | $92,219-19.4% | $76,767-3.2% | $135,380-45.1% |
| Participation rate | 45.5% | 79.8%-34.3pp | 77.0%-31.5pp | 82.6%-37.2pp |
| Annual return | 6.37% | 5.46%+0.9pp | 2.43%+3.9pp | 519.81%-513.4pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,657 | $4,508-63.3% | $3,852-57.0% | $5,609-70.5% |
| Admin fee / account holder | $1,350 | $10,749-87.4% | $6,675-79.8% | $10,828-87.5% |