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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 | $225,410 | $199,109+13.2% | $173,730+29.7% | $154,746+45.7% |
| Participation rate | 60.0% | 82.8%-22.8pp | 79.6%-19.6pp | 80.7%-20.7pp |
| Annual return | 13.06% | 20.02%-7.0pp | 19.96%-6.9pp | 172.34%-159.3pp |
| Employer contribution / active EE | $743 | $5,311-86.0% | $4,577-83.8% | $4,379-83.0% |
| Participant deferral / active EE | $5,972 | $7,113-16.0% | $6,326-5.6% | $6,730-11.3% |
| Admin fee / account holder | $2,340 | $20,916-88.8% | $17,523-86.6% | $14,365-83.7% |