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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 | $185,694 | $156,398+18.7% | $147,318+26.0% | $138,895+33.7% |
| Participation rate | 41.7% | 83.8%-42.1pp | 82.1%-40.4pp | 79.9%-38.3pp |
| Annual return | 13.89% | 78.75%-64.9pp | 70.43%-56.5pp | 145.39%-131.5pp |
| Employer contribution / active EE | $890 | $4,853-81.7% | $4,593-80.6% | $4,194-78.8% |
| Participant deferral / active EE | $3,069 | $8,237-62.7% | $7,906-61.2% | $6,396-52.0% |
| Admin fee / account holder | $3,388 | $14,976-77.4% | $13,708-75.3% | $12,562-73.0% |