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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 | $188,825 | $157,296+20.0% | $141,191+33.7% | $152,897+23.5% |
| Participation rate | 15.4% | 84.8%-69.4pp | 82.5%-67.1pp | 82.5%-67.1pp |
| Annual return | 22.35% | 64.34%-42.0pp | 71.41%-49.1pp | 345.43%-323.1pp |
| Employer contribution / active EE | $646 | $5,262-87.7% | $4,736-86.4% | $4,764-86.4% |
| Participant deferral / active EE | $2,923 | $7,111-58.9% | $6,710-56.4% | $5,851-50.0% |
| Admin fee / account holder | $1,713 | $12,125-85.9% | $10,264-83.3% | $11,599-85.2% |