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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 | $227,352 | $178,174+27.6% | $156,181+45.6% | $137,256+65.6% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.8%-18.8pp | 80.0%-20.0pp |
| Annual return | 12.00% | 84.19%-72.2pp | 64.87%-52.9pp | 220.34%-208.3pp |
| Employer contribution / active EE | $817 | $4,972-83.6% | $4,294-81.0% | $4,156-80.3% |
| Participant deferral / active EE | $9,812 | $6,888+42.5% | $6,132+60.0% | $6,407+53.1% |
| Admin fee / account holder | $51,736 | $17,404+197.3% | $14,586+254.7% | $12,270+321.6% |