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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 | $26,759 | $185,312-85.6% | $161,489-83.4% | $154,746-82.7% |
| Participation rate | 52.2% | 82.5%-30.3pp | 78.7%-26.5pp | 80.7%-28.5pp |
| Annual return | 16.56% | 103.84%-87.3pp | 89.72%-73.2pp | 172.34%-155.8pp |
| Employer contribution / active EE | $701 | $4,769-85.3% | $4,268-83.6% | $4,379-84.0% |
| Participant deferral / active EE | $2,254 | $6,350-64.5% | $5,630-60.0% | $6,730-66.5% |
| Admin fee / account holder | $19,041 | $18,654+2.1% | $16,006+19.0% | $14,365+32.5% |