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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 | $173,268 | $160,028+8.3% | $147,080+17.8% | $145,884+18.8% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 25.25% | 98.60%-73.3pp | 420.17%-394.9pp | 551.85%-526.6pp |
| Employer contribution / active EE | $565 | $5,286-89.3% | $4,933-88.6% | $4,662-87.9% |
| Participant deferral / active EE | $4,012 | $8,422-52.4% | $8,066-50.3% | $6,690-40.0% |
| Admin fee / account holder | $569 | $15,030-96.2% | $12,989-95.6% | $13,392-95.8% |