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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 | $177,738 | $166,131+7.0% | $164,975+7.7% | $145,877+21.8% |
| Participation rate | 44.4% | 82.0%-37.6pp | 78.6%-34.2pp | 80.3%-35.9pp |
| Annual return | 15.35% | 100.37%-85.0pp | 70.12%-54.8pp | 551.28%-535.9pp |
| Employer contribution / active EE | $611 | $5,276-88.4% | $4,343-85.9% | $4,663-86.9% |
| Participant deferral / active EE | $3,984 | $6,962-42.8% | $6,033-34.0% | $6,691-40.4% |
| Admin fee / account holder | $2,426 | $16,648-85.4% | $12,688-80.9% | $13,402-81.9% |