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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 | $156,398-78.6% | $147,318-77.3% | $138,895-75.9% |
| Participation rate | 22.2% | 83.8%-61.5pp | 82.1%-59.8pp | 79.9%-57.7pp |
| Annual return | 20.56% | 78.75%-58.2pp | 70.43%-49.9pp | 145.39%-124.8pp |
| Employer contribution / active EE | $828 | $4,853-82.9% | $4,593-82.0% | $4,194-80.3% |
| Participant deferral / active EE | $3,463 | $8,237-58.0% | $7,906-56.2% | $6,396-45.9% |
| Admin fee / account holder | $17,335 | $14,976+15.8% | $13,708+26.5% | $12,562+38.0% |