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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 | $187,547 | $162,136+15.7% | $152,301+23.1% | $154,746+21.2% |
| Participation rate | 63.2% | 84.1%-20.9pp | 82.4%-19.3pp | 80.7%-17.5pp |
| Annual return | 15.45% | 91.02%-75.6pp | 80.50%-65.1pp | 172.34%-156.9pp |
| Employer contribution / active EE | $744 | $4,890-84.8% | $4,624-83.9% | $4,379-83.0% |
| Participant deferral / active EE | $4,879 | $8,341-41.5% | $8,004-39.0% | $6,730-27.5% |
| Admin fee / account holder | $5,700 | $15,759-63.8% | $14,398-60.4% | $14,365-60.3% |