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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 | $168,295 | $157,276+7.0% | $141,177+19.2% | $152,885+10.1% |
| Participation rate | 29.4% | 84.8%-55.4pp | 82.5%-53.1pp | 82.5%-53.0pp |
| Annual return | 22.33% | 64.33%-42.0pp | 71.40%-49.1pp | 345.39%-323.1pp |
| Employer contribution / active EE | $772 | $5,262-85.3% | $4,736-83.7% | $4,763-83.8% |
| Participant deferral / active EE | $2,675 | $7,110-62.4% | $6,710-60.1% | $5,851-54.3% |
| Admin fee / account holder | $1,008 | $12,123-91.7% | $10,263-90.2% | $11,598-91.3% |