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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 | $228,680 | $185,312+23.4% | $161,489+41.6% | $154,746+47.8% |
| Participation rate | 25.0% | 82.5%-57.5pp | 78.7%-53.7pp | 80.7%-55.7pp |
| Annual return | 16.87% | 103.84%-87.0pp | 89.72%-72.8pp | 172.34%-155.5pp |
| Employer contribution / active EE | $558 | $4,769-88.3% | $4,268-86.9% | $4,379-87.3% |
| Participant deferral / active EE | $5,072 | $6,350-20.1% | $5,630-9.9% | $6,730-24.6% |
| Admin fee / account holder | $965 | $18,654-94.8% | $16,006-94.0% | $14,365-93.3% |