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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 | $188,710 | $160,040+17.9% | $147,096+28.3% | $145,877+29.4% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 14.39% | 98.49%-84.1pp | 419.75%-405.4pp | 551.28%-536.9pp |
| Employer contribution / active EE | $798 | $5,289-84.9% | $4,936-83.8% | $4,663-82.9% |
| Participant deferral / active EE | $3,885 | $8,429-53.9% | $8,071-51.9% | $6,691-41.9% |
| Admin fee / account holder | $1,198 | $15,050-92.0% | $13,005-90.8% | $13,402-91.1% |