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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 | $42,714 | $54,541-21.7% | $78,778-45.8% | $70,126-39.1% |
| Participation rate | 69.7% | 60.8%+8.9pp | 69.2%+0.5pp | 69.5%+0.1pp |
| Annual return | 18.69% | 21.07%-2.4pp | 35.62%-16.9pp | 73.15%-54.5pp |
| Employer contribution / active EE | $168 | $1,089-84.5% | $1,986-91.5% | $2,343-92.8% |
| Participant deferral / active EE | $1,949 | $2,210-11.8% | $2,958-34.1% | $3,332-41.5% |
| Admin fee / account holder | $1,170 | $3,709-68.4% | $5,134-77.2% | $4,645-74.8% |