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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 | $204,263 | $162,136+26.0% | $152,301+34.1% | $154,746+32.0% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 11.97% | 91.02%-79.0pp | 80.50%-68.5pp | 172.34%-160.4pp |
| Employer contribution / active EE | $601 | $4,890-87.7% | $4,624-87.0% | $4,379-86.3% |
| Participant deferral / active EE | $7,261 | $8,341-13.0% | $8,004-9.3% | $6,730+7.9% |
| Admin fee / account holder | $57,774 | $15,759+266.6% | $14,398+301.3% | $14,365+302.2% |