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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 | $180,361 | $175,231+2.9% | $149,696+20.5% | $139,466+29.3% |
| Participation rate | 63.6% | 83.4%-19.8pp | 78.8%-15.1pp | 80.3%-16.7pp |
| Annual return | 24.03% | 166.77%-142.7pp | 134.46%-110.4pp | 373.66%-349.6pp |
| Employer contribution / active EE | $786 | $5,478-85.6% | $4,821-83.7% | $4,754-83.5% |
| Participant deferral / active EE | $9,455 | $6,521+45.0% | $5,682+66.4% | $6,712+40.9% |
| Admin fee / account holder | $6,500 | $16,155-59.8% | $13,212-50.8% | $11,409-43.0% |