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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 | $215,280 | $156,398+37.6% | $147,318+46.1% | $138,895+55.0% |
| Participation rate | 25.0% | 83.8%-58.8pp | 82.1%-57.1pp | 79.9%-54.9pp |
| Annual return | 20.00% | 78.75%-58.7pp | 70.43%-50.4pp | 145.39%-125.4pp |
| Employer contribution / active EE | $750 | $4,853-84.5% | $4,593-83.7% | $4,194-82.1% |
| Participant deferral / active EE | $4,808 | $8,237-41.6% | $7,906-39.2% | $6,396-24.8% |
| Admin fee / account holder | $2,289 | $14,976-84.7% | $13,708-83.3% | $12,562-81.8% |