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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 | $194,715 | $157,304+23.8% | $141,197+37.9% | $152,909+27.3% |
| Participation rate | 19.0% | 84.8%-65.8pp | 82.5%-63.4pp | 82.5%-63.4pp |
| Annual return | 21.55% | 64.34%-42.8pp | 71.41%-49.9pp | 345.46%-323.9pp |
| Employer contribution / active EE | $715 | $5,263-86.4% | $4,736-84.9% | $4,764-85.0% |
| Participant deferral / active EE | $2,540 | $7,111-64.3% | $6,710-62.1% | $5,851-56.6% |
| Admin fee / account holder | $995 | $12,126-91.8% | $10,265-90.3% | $11,601-91.4% |