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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 | $212,690 | $172,111+23.6% | $150,298+41.5% | $137,256+55.0% |
| Participation rate | 25.0% | 81.7%-56.7pp | 77.8%-52.8pp | 80.0%-55.0pp |
| Annual return | 13.45% | 69.37%-55.9pp | 62.79%-49.3pp | 220.34%-206.9pp |
| Employer contribution / active EE | $600 | $4,636-87.1% | $4,154-85.6% | $4,156-85.6% |
| Participant deferral / active EE | $3,875 | $6,166-37.2% | $5,453-28.9% | $6,407-39.5% |
| Admin fee / account holder | $1,980 | $16,471-88.0% | $14,116-86.0% | $12,270-83.9% |