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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 | $193,793 | $166,131+16.7% | $164,975+17.5% | $145,877+32.8% |
| Participation rate | 44.4% | 82.0%-37.6pp | 78.6%-34.2pp | 80.3%-35.9pp |
| Annual return | 12.70% | 100.37%-87.7pp | 70.12%-57.4pp | 551.28%-538.6pp |
| Employer contribution / active EE | $13 | $5,276-99.8% | $4,343-99.7% | $4,663-99.7% |
| Participant deferral / active EE | $8,131 | $6,962+16.8% | $6,033+34.8% | $6,691+21.5% |
| Admin fee / account holder | $16,878 | $16,648+1.4% | $12,688+33.0% | $13,402+25.9% |