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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 | $227,291-85.2% | $214,702-84.3% | $155,188-78.3% |
| Participation rate | 25.0% | 88.0%-63.0pp | 87.5%-62.5pp | 80.8%-55.8pp |
| Annual return | 24.41% | 60.08%-35.7pp | 54.55%-30.1pp | 148.84%-124.4pp |
| Employer contribution / active EE | $1,252 | $6,772-81.5% | $6,461-80.6% | $4,248-70.5% |
| Participant deferral / active EE | $7,599 | $9,582-20.7% | $9,147-16.9% | $6,531+16.3% |
| Admin fee / account holder | $21,626 | $20,413+5.9% | $19,830+9.1% | $14,480+49.4% |