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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 | $240,813 | $174,379+38.1% | $152,093+58.3% | $138,895+73.4% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 16.93% | 74.86%-57.9pp | 66.36%-49.4pp | 145.39%-128.5pp |
| Employer contribution / active EE | $519 | $4,652-88.8% | $4,175-87.6% | $4,194-87.6% |
| Participant deferral / active EE | $12,739 | $6,159+106.8% | $5,451+133.7% | $6,396+99.2% |
| Admin fee / account holder | $3,628 | $16,880-78.5% | $14,497-75.0% | $12,562-71.1% |