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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 | $69,910 | $56,339+24.1% | $104,301-33.0% | $68,495+2.1% |
| Participation rate | 43.8% | 63.3%-19.5pp | 73.3%-29.5pp | 67.9%-24.1pp |
| Annual return | 8.74% | -9.19%+17.9pp | 24.61%-15.9pp | -7.84%+16.6pp |
| Employer contribution / active EE | $499 | $1,960-74.5% | $3,373-85.2% | $2,596-80.8% |
| Participant deferral / active EE | $1,146 | $3,077-62.8% | $4,626-75.2% | $4,028-71.6% |
| Admin fee / account holder | $4,432 | $4,902-9.6% | $7,340-39.6% | $5,403-18.0% |