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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 | $209,050 | $174,379+19.9% | $152,093+37.4% | $138,895+50.5% |
| Participation rate | 33.3% | 81.6%-48.3pp | 77.8%-44.4pp | 79.9%-46.6pp |
| Annual return | 20.30% | 74.86%-54.6pp | 66.36%-46.1pp | 145.39%-125.1pp |
| Employer contribution / active EE | $502 | $4,652-89.2% | $4,175-88.0% | $4,194-88.0% |
| Participant deferral / active EE | $3,929 | $6,159-36.2% | $5,451-27.9% | $6,396-38.6% |
| Admin fee / account holder | $374 | $16,880-97.8% | $14,497-97.4% | $12,562-97.0% |