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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 | $179,121 | $178,174+0.5% | $156,181+14.7% | $137,256+30.5% |
| Participation rate | 54.2% | 82.0%-27.9pp | 78.8%-24.7pp | 80.0%-25.8pp |
| Annual return | 14.50% | 84.19%-69.7pp | 64.87%-50.4pp | 220.34%-205.8pp |
| Employer contribution / active EE | $645 | $4,972-87.0% | $4,294-85.0% | $4,156-84.5% |
| Participant deferral / active EE | $2,245 | $6,888-67.4% | $6,132-63.4% | $6,407-65.0% |
| Admin fee / account holder | $33,702 | $17,404+93.6% | $14,586+131.1% | $12,270+174.7% |