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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 | $232,347 | $183,516+26.6% | $155,534+49.4% | $145,884+59.3% |
| Participation rate | 54.5% | 82.7%-28.2pp | 78.2%-23.7pp | 80.3%-25.8pp |
| Annual return | 13.64% | 61.43%-47.8pp | 64.92%-51.3pp | 551.85%-538.2pp |
| Employer contribution / active EE | $960 | $5,315-81.9% | $4,675-79.5% | $4,662-79.4% |
| Participant deferral / active EE | $3,068 | $6,467-52.6% | $5,630-45.5% | $6,690-54.1% |
| Admin fee / account holder | $1,551 | $19,293-92.0% | $15,900-90.2% | $13,392-88.4% |