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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 | $209,864 | $185,312+13.2% | $161,489+30.0% | $154,746+35.6% |
| Participation rate | 33.3% | 82.5%-49.1pp | 78.7%-45.4pp | 80.7%-47.4pp |
| Annual return | 14.35% | 103.84%-89.5pp | 89.72%-75.4pp | 172.34%-158.0pp |
| Employer contribution / active EE | $912 | $4,769-80.9% | $4,268-78.6% | $4,379-79.2% |
| Participant deferral / active EE | $5,500 | $6,350-13.4% | $5,630-2.3% | $6,730-18.3% |
| Admin fee / account holder | $7,555 | $18,654-59.5% | $16,006-52.8% | $14,365-47.4% |