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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 | $181,832 | $185,905-2.2% | $170,057+6.9% | $139,487+30.4% |
| Participation rate | 42.1% | 87.8%-45.7pp | 87.0%-44.9pp | 80.3%-38.2pp |
| Annual return | 34.47% | 60.56%-26.1pp | 53.42%-18.9pp | 373.84%-339.4pp |
| Employer contribution / active EE | $727 | $7,597-90.4% | $6,790-89.3% | $4,755-84.7% |
| Participant deferral / active EE | $3,407 | $11,627-70.7% | $10,411-67.3% | $6,713-49.2% |
| Admin fee / account holder | $1,834 | $15,397-88.1% | $12,826-85.7% | $11,407-83.9% |