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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 | $69,090 | $56,287+22.7% | $80,977-14.7% | $62,881+9.9% |
| Participation rate | 42.9% | 68.9%-26.1pp | 75.8%-33.0pp | 69.3%-26.4pp |
| Annual return | 7.25% | 22.13%-14.9pp | 17.11%-9.9pp | 20.14%-12.9pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,715-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,017 | $4,196-4.3% | $5,696-29.5% | $3,203+25.4% |
| Admin fee / account holder | $1,560 | $3,742-58.3% | $5,517-71.7% | $4,296-63.7% |