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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 | $209,068 | $183,592+13.9% | $155,574+34.4% | $145,877+43.3% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 11.96% | 61.37%-49.4pp | 64.87%-52.9pp | 551.28%-539.3pp |
| Employer contribution / active EE | $707 | $5,317-86.7% | $4,676-84.9% | $4,663-84.8% |
| Participant deferral / active EE | $3,657 | $6,466-43.5% | $5,629-35.0% | $6,691-45.3% |
| Admin fee / account holder | $1,356 | $19,316-93.0% | $15,914-91.5% | $13,402-89.9% |