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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 | $172,111+32.9% | $150,298+52.2% | $137,256+66.6% |
| Participation rate | 25.0% | 81.7%-56.7pp | 77.8%-52.8pp | 80.0%-55.0pp |
| Annual return | 16.87% | 69.37%-52.5pp | 62.79%-45.9pp | 220.34%-203.5pp |
| Employer contribution / active EE | $558 | $4,636-88.0% | $4,154-86.6% | $4,156-86.6% |
| Participant deferral / active EE | $5,072 | $6,166-17.7% | $5,453-7.0% | $6,407-20.8% |
| Admin fee / account holder | $965 | $16,471-94.1% | $14,116-93.2% | $12,270-92.1% |