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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 | $206,362 | $183,592+12.4% | $155,574+32.6% | $145,877+41.5% |
| Participation rate | 55.6% | 82.7%-27.1pp | 78.2%-22.7pp | 80.3%-24.7pp |
| Annual return | 12.84% | 61.37%-48.5pp | 64.87%-52.0pp | 551.28%-538.4pp |
| Employer contribution / active EE | $842 | $5,317-84.2% | $4,676-82.0% | $4,663-81.9% |
| Participant deferral / active EE | $8,277 | $6,466+28.0% | $5,629+47.0% | $6,691+23.7% |
| Admin fee / account holder | $593 | $19,316-96.9% | $15,914-96.3% | $13,402-95.6% |