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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 | $222,653 | $185,312+20.2% | $161,489+37.9% | $154,746+43.9% |
| Participation rate | 44.4% | 82.5%-38.0pp | 78.7%-34.3pp | 80.7%-36.3pp |
| Annual return | 12.78% | 103.84%-91.1pp | 89.72%-76.9pp | 172.34%-159.6pp |
| Employer contribution / active EE | $944 | $4,769-80.2% | $4,268-77.9% | $4,379-78.5% |
| Participant deferral / active EE | $3,032 | $6,350-52.2% | $5,630-46.1% | $6,730-54.9% |
| Admin fee / account holder | $429 | $18,654-97.7% | $16,006-97.3% | $14,365-97.0% |