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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 | $47,206 | $67,894-30.5% | $89,340-47.2% | $82,448-42.7% |
| Participation rate | 69.2% | 64.0%+5.2pp | 69.6%-0.3pp | 68.1%+1.2pp |
| Annual return | 18.29% | 19.21%-0.9pp | 20.57%-2.3pp | 41.64%-23.3pp |
| Employer contribution / active EE | $31 | $1,828-98.3% | $2,231-98.6% | $2,551-98.8% |
| Participant deferral / active EE | $3,330 | $3,072+8.4% | $3,823-12.9% | $4,139-19.6% |
| Admin fee / account holder | $2,124 | $5,723-62.9% | $6,704-68.3% | $7,234-70.6% |