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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 | $196,439 | $160,070+22.7% | $147,117+33.5% | $145,897+34.6% |
| Participation rate | 14.3% | 84.0%-69.7pp | 82.2%-67.9pp | 80.3%-66.0pp |
| Annual return | 12.30% | 98.69%-86.4pp | 420.54%-408.2pp | 552.29%-540.0pp |
| Employer contribution / active EE | $189 | $5,285-96.4% | $4,932-96.2% | $4,663-96.0% |
| Participant deferral / active EE | $3,286 | $8,419-61.0% | $8,065-59.3% | $6,689-50.9% |
| Admin fee / account holder | $2,535 | $15,035-83.1% | $12,993-80.5% | $13,390-81.1% |