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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 | $246,891 | $201,344+22.6% | $184,243+34.0% | $145,877+69.2% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 18.05% | 29.01%-11.0pp | 28.82%-10.8pp | 551.28%-533.2pp |
| Employer contribution / active EE | $1,020 | $7,022-85.5% | $6,427-84.1% | $4,663-78.1% |
| Participant deferral / active EE | $12,928 | $9,807+31.8% | $9,132+41.6% | $6,691+93.2% |
| Admin fee / account holder | $167,009 | $16,382+919.5% | $13,914+1100.3% | $13,402+1146.1% |