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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 | $212,386-84.2% | $199,883-83.2% | $138,895-75.8% |
| Participation rate | 25.0% | 87.4%-62.4pp | 86.8%-61.8pp | 79.9%-54.9pp |
| Annual return | 24.41% | 47.75%-23.3pp | 43.81%-19.4pp | 145.39%-121.0pp |
| Employer contribution / active EE | $1,252 | $6,625-81.1% | $6,261-80.0% | $4,194-70.2% |
| Participant deferral / active EE | $7,599 | $9,617-21.0% | $9,138-16.9% | $6,396+18.8% |
| Admin fee / account holder | $21,626 | $18,233+18.6% | $17,268+25.2% | $12,562+72.2% |