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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 | $208,574 | $153,769+35.6% | $133,975+55.7% | $273,972-23.9% |
| Participation rate | 45.5% | 88.4%-42.9pp | 87.1%-41.6pp | 83.0%-37.6pp |
| Annual return | 8.39% | 36.51%-28.1pp | 29.29%-20.9pp | 41.46%-33.1pp |
| Employer contribution / active EE | $435 | $6,029-92.8% | $5,211-91.6% | $4,869-91.1% |
| Participant deferral / active EE | $7,797 | $6,958+12.1% | $6,282+24.1% | $5,287+47.5% |
| Admin fee / account holder | $496 | $11,765-95.8% | $9,324-94.7% | $10,133-95.1% |