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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 | $217,113 | $175,259+23.9% | $149,723+45.0% | $139,487+55.7% |
| Participation rate | 41.7% | 83.4%-41.7pp | 78.8%-37.1pp | 80.3%-38.7pp |
| Annual return | 14.03% | 166.82%-152.8pp | 134.50%-120.5pp | 373.84%-359.8pp |
| Employer contribution / active EE | $551 | $5,478-89.9% | $4,821-88.6% | $4,755-88.4% |
| Participant deferral / active EE | $5,700 | $6,522-12.6% | $5,682+0.3% | $6,713-15.1% |
| Admin fee / account holder | $3,178 | $16,158-80.3% | $13,215-76.0% | $11,407-72.1% |