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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 | $243,330 | $178,174+36.6% | $156,181+55.8% | $137,256+77.3% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.8%-16.3pp | 80.0%-17.5pp |
| Annual return | 16.44% | 84.19%-67.7pp | 64.87%-48.4pp | 220.34%-203.9pp |
| Employer contribution / active EE | $737 | $4,972-85.2% | $4,294-82.8% | $4,156-82.3% |
| Participant deferral / active EE | $11,046 | $6,888+60.4% | $6,132+80.1% | $6,407+72.4% |
| Admin fee / account holder | $1,378 | $17,404-92.1% | $14,586-90.6% | $12,270-88.8% |