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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 | $233,444 | $162,136+44.0% | $152,301+53.3% | $154,746+50.9% |
| Participation rate | 33.3% | 84.1%-50.8pp | 82.4%-49.1pp | 80.7%-47.4pp |
| Annual return | 94.18% | 91.02%+3.2pp | 80.50%+13.7pp | 172.34%-78.2pp |
| Employer contribution / active EE | $437 | $4,890-91.1% | $4,624-90.6% | $4,379-90.0% |
| Participant deferral / active EE | $7,833 | $8,341-6.1% | $8,004-2.1% | $6,730+16.4% |
| Admin fee / account holder | $417 | $15,759-97.4% | $14,398-97.1% | $14,365-97.1% |