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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 | $65,057 | $96,956-32.9% | $69,779-6.8% | $273,972-76.3% |
| Participation rate | 31.8% | 77.1%-45.2pp | 71.8%-40.0pp | 83.0%-51.2pp |
| Annual return | 6.45% | 12.93%-6.5pp | 12.99%-6.5pp | 41.46%-35.0pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,338-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,706 | $3,744-54.4% | $2,931-41.8% | $5,287-67.7% |
| Admin fee / account holder | $7,840 | $7,934-1.2% | $4,381+79.0% | $10,133-22.6% |