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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 | $171,323 | $154,228+11.1% | $145,433+17.8% | $137,256+24.8% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 17.63% | 74.59%-57.0pp | 66.58%-48.9pp | 220.34%-202.7pp |
| Employer contribution / active EE | $782 | $4,804-83.7% | $4,554-82.8% | $4,156-81.2% |
| Participant deferral / active EE | $14,000 | $8,216+70.4% | $7,897+77.3% | $6,407+118.5% |
| Admin fee / account holder | $1,440 | $14,344-90.0% | $13,129-89.0% | $12,270-88.3% |