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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 | $164,827 | $162,136+1.7% | $152,301+8.2% | $154,746+6.5% |
| Participation rate | 27.8% | 84.1%-56.3pp | 82.4%-54.7pp | 80.7%-52.9pp |
| Annual return | 14.69% | 91.02%-76.3pp | 80.50%-65.8pp | 172.34%-157.6pp |
| Employer contribution / active EE | $883 | $4,890-82.0% | $4,624-80.9% | $4,379-79.8% |
| Participant deferral / active EE | $2,994 | $8,341-64.1% | $8,004-62.6% | $6,730-55.5% |
| Admin fee / account holder | $1,960 | $15,759-87.6% | $14,398-86.4% | $14,365-86.4% |