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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 | $33,619 | $209,336-83.9% | $197,124-82.9% | $137,256-75.5% |
| Participation rate | 25.0% | 87.3%-62.3pp | 86.7%-61.7pp | 80.0%-55.0pp |
| Annual return | 24.41% | 48.09%-23.7pp | 44.34%-19.9pp | 220.34%-195.9pp |
| Employer contribution / active EE | $1,252 | $6,591-81.0% | $6,227-79.9% | $4,156-69.9% |
| Participant deferral / active EE | $7,599 | $9,614-21.0% | $9,135-16.8% | $6,407+18.6% |
| Admin fee / account holder | $21,626 | $17,308+25.0% | $16,298+32.7% | $12,270+76.2% |