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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 | $206,129 | $183,539+12.3% | $155,556+32.5% | $145,897+41.3% |
| Participation rate | 38.9% | 82.7%-43.8pp | 78.2%-39.3pp | 80.3%-41.4pp |
| Annual return | 10.05% | 61.31%-51.3pp | 64.84%-54.8pp | 552.29%-542.2pp |
| Employer contribution / active EE | $846 | $5,315-84.1% | $4,675-81.9% | $4,663-81.8% |
| Participant deferral / active EE | $3,263 | $6,467-49.5% | $5,631-42.1% | $6,689-51.2% |
| Admin fee / account holder | $2,854 | $19,275-85.2% | $15,885-82.0% | $13,390-78.7% |