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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 | $185,677 | $166,089+11.8% | $164,928+12.6% | $145,978+27.2% |
| Participation rate | 30.0% | 82.0%-52.0pp | 78.6%-48.6pp | 80.3%-50.3pp |
| Annual return | 13.89% | 100.26%-86.4pp | 70.08%-56.2pp | 550.52%-536.6pp |
| Employer contribution / active EE | $551 | $5,276-89.6% | $4,343-87.3% | $4,662-88.2% |
| Participant deferral / active EE | $3,817 | $6,961-45.2% | $6,034-36.7% | $6,690-42.9% |
| Admin fee / account holder | $17,711 | $16,641+6.4% | $12,684+39.6% | $13,400+32.2% |