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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 | $246,753 | $183,516+34.5% | $155,534+58.6% | $145,884+69.1% |
| Participation rate | 28.6% | 82.7%-54.1pp | 78.2%-49.6pp | 80.3%-51.7pp |
| Annual return | 15.23% | 61.43%-46.2pp | 64.92%-49.7pp | 551.85%-536.6pp |
| Employer contribution / active EE | $764 | $5,315-85.6% | $4,675-83.7% | $4,662-83.6% |
| Participant deferral / active EE | $3,702 | $6,467-42.8% | $5,630-34.3% | $6,690-44.7% |
| Admin fee / account holder | $3,230 | $19,293-83.3% | $15,900-79.7% | $13,392-75.9% |