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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 | $186,812 | $162,136+15.2% | $152,301+22.7% | $154,746+20.7% |
| Participation rate | 68.4% | 84.1%-15.7pp | 82.4%-14.0pp | 80.7%-12.3pp |
| Annual return | 11.93% | 91.02%-79.1pp | 80.50%-68.6pp | 172.34%-160.4pp |
| Employer contribution / active EE | $847 | $4,890-82.7% | $4,624-81.7% | $4,379-80.7% |
| Participant deferral / active EE | $8,914 | $8,341+6.9% | $8,004+11.4% | $6,730+32.4% |
| Admin fee / account holder | $49,136 | $15,759+211.8% | $14,398+241.3% | $14,365+242.1% |