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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 | $170,806 | $160,040+6.7% | $147,096+16.1% | $145,877+17.1% |
| Participation rate | 35.7% | 84.0%-48.3pp | 82.2%-46.5pp | 80.3%-44.6pp |
| Annual return | 13.60% | 98.49%-84.9pp | 419.75%-406.1pp | 551.28%-537.7pp |
| Employer contribution / active EE | $752 | $5,289-85.8% | $4,936-84.8% | $4,663-83.9% |
| Participant deferral / active EE | $4,642 | $8,429-44.9% | $8,071-42.5% | $6,691-30.6% |
| Admin fee / account holder | $4,712 | $15,050-68.7% | $13,005-63.8% | $13,402-64.8% |