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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 | $155,555+50.1% | $146,866+59.0% | $155,188+50.4% |
| Participation rate | 33.3% | 84.0%-50.6pp | 82.5%-49.2pp | 80.8%-47.5pp |
| Annual return | 94.18% | 115.41%-21.2pp | 102.85%-8.7pp | 148.84%-54.7pp |
| Employer contribution / active EE | $437 | $4,647-90.6% | $4,425-90.1% | $4,248-89.7% |
| Participant deferral / active EE | $7,833 | $8,044-2.6% | $7,759+1.0% | $6,531+19.9% |
| Admin fee / account holder | $417 | $14,755-97.2% | $13,620-96.9% | $14,480-97.1% |