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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 | $215,494 | $174,379+23.6% | $152,093+41.7% | $138,895+55.1% |
| Participation rate | 46.2% | 81.6%-35.5pp | 77.8%-31.6pp | 79.9%-33.8pp |
| Annual return | 47.71% | 74.86%-27.2pp | 66.36%-18.7pp | 145.39%-97.7pp |
| Employer contribution / active EE | $753 | $4,652-83.8% | $4,175-82.0% | $4,194-82.1% |
| Participant deferral / active EE | $5,030 | $6,159-18.3% | $5,451-7.7% | $6,396-21.4% |
| Admin fee / account holder | $782 | $16,880-95.4% | $14,497-94.6% | $12,562-93.8% |