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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 | $201,868 | $199,109+1.4% | $173,730+16.2% | $154,746+30.5% |
| Participation rate | 42.9% | 82.8%-40.0pp | 79.6%-36.7pp | 80.7%-37.8pp |
| Annual return | 10.02% | 20.02%-10.0pp | 19.96%-9.9pp | 172.34%-162.3pp |
| Employer contribution / active EE | $657 | $5,311-87.6% | $4,577-85.7% | $4,379-85.0% |
| Participant deferral / active EE | $2,412 | $7,113-66.1% | $6,326-61.9% | $6,730-64.2% |
| Admin fee / account holder | $22,941 | $20,916+9.7% | $17,523+30.9% | $14,365+59.7% |