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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 | $185,444 | $165,381+12.1% | $149,730+23.9% | $158,966+16.7% |
| Participation rate | 42.9% | 84.6%-41.7pp | 82.5%-39.6pp | 82.0%-39.1pp |
| Annual return | 13.37% | 348.29%-334.9pp | 276.70%-263.3pp | 302.95%-289.6pp |
| Employer contribution / active EE | $440 | $5,104-91.4% | $4,645-90.5% | $4,762-90.8% |
| Participant deferral / active EE | $9,361 | $7,182+30.3% | $6,843+36.8% | $5,983+56.5% |
| Admin fee / account holder | $67,548 | $10,809+524.9% | $9,310+625.5% | $11,250+500.4% |