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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 | $193,802 | $172,111+12.6% | $150,298+28.9% | $137,256+41.2% |
| Participation rate | 18.8% | 81.7%-63.0pp | 77.8%-59.0pp | 80.0%-61.2pp |
| Annual return | 13.01% | 69.37%-56.4pp | 62.79%-49.8pp | 220.34%-207.3pp |
| Employer contribution / active EE | $525 | $4,636-88.7% | $4,154-87.4% | $4,156-87.4% |
| Participant deferral / active EE | $4,594 | $6,166-25.5% | $5,453-15.8% | $6,407-28.3% |
| Admin fee / account holder | $1,392 | $16,471-91.5% | $14,116-90.1% | $12,270-88.7% |