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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 | $222,893 | $174,379+27.8% | $152,093+46.6% | $138,895+60.5% |
| Participation rate | 34.8% | 81.6%-46.9pp | 77.8%-43.0pp | 79.9%-45.1pp |
| Annual return | 19.95% | 74.86%-54.9pp | 66.36%-46.4pp | 145.39%-125.4pp |
| Employer contribution / active EE | $880 | $4,652-81.1% | $4,175-78.9% | $4,194-79.0% |
| Participant deferral / active EE | $4,018 | $6,159-34.8% | $5,451-26.3% | $6,396-37.2% |
| Admin fee / account holder | $9,452 | $16,880-44.0% | $14,497-34.8% | $12,562-24.8% |