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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 | $33,498 | $154,228-78.3% | $145,433-77.0% | $137,256-75.6% |
| Participation rate | 22.2% | 83.8%-61.6pp | 82.1%-59.9pp | 80.0%-57.7pp |
| Annual return | 20.56% | 74.59%-54.0pp | 66.58%-46.0pp | 220.34%-199.8pp |
| Employer contribution / active EE | $828 | $4,804-82.8% | $4,554-81.8% | $4,156-80.1% |
| Participant deferral / active EE | $3,463 | $8,216-57.9% | $7,897-56.2% | $6,407-46.0% |
| Admin fee / account holder | $17,335 | $14,344+20.9% | $13,129+32.0% | $12,270+41.3% |