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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 | $182,621 | $156,398+16.8% | $147,318+24.0% | $138,895+31.5% |
| Participation rate | 25.0% | 83.8%-58.8pp | 82.1%-57.1pp | 79.9%-54.9pp |
| Annual return | 19.07% | 78.75%-59.7pp | 70.43%-51.4pp | 145.39%-126.3pp |
| Employer contribution / active EE | $845 | $4,853-82.6% | $4,593-81.6% | $4,194-79.9% |
| Participant deferral / active EE | $8,688 | $8,237+5.5% | $7,906+9.9% | $6,396+35.8% |
| Admin fee / account holder | $1,244 | $14,976-91.7% | $13,708-90.9% | $12,562-90.1% |