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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 | $174,379+11.1% | $152,093+27.4% | $138,895+39.5% |
| Participation rate | 18.8% | 81.6%-62.9pp | 77.8%-59.0pp | 79.9%-61.2pp |
| Annual return | 13.01% | 74.86%-61.8pp | 66.36%-53.3pp | 145.39%-132.4pp |
| Employer contribution / active EE | $525 | $4,652-88.7% | $4,175-87.4% | $4,194-87.5% |
| Participant deferral / active EE | $4,594 | $6,159-25.4% | $5,451-15.7% | $6,396-28.2% |
| Admin fee / account holder | $1,392 | $16,880-91.8% | $14,497-90.4% | $12,562-88.9% |