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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 | $245,548 | $159,934+53.5% | $147,005+67.0% | $145,959+68.2% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 11.73% | 98.24%-86.5pp | 418.76%-407.0pp | 561.95%-550.2pp |
| Employer contribution / active EE | $877 | $5,287-83.4% | $4,934-82.2% | $4,661-81.2% |
| Participant deferral / active EE | $7,376 | $8,427-12.5% | $8,070-8.6% | $6,689+10.3% |
| Admin fee / account holder | $17,005 | $15,053+13.0% | $13,006+30.7% | $13,398+26.9% |