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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 | $199,109+14.2% | $173,730+30.9% | $154,746+46.9% |
| Participation rate | 60.0% | 82.8%-22.8pp | 79.6%-19.6pp | 80.7%-20.7pp |
| Annual return | 12.00% | 20.02%-8.0pp | 19.96%-8.0pp | 172.34%-160.3pp |
| Employer contribution / active EE | $817 | $5,311-84.6% | $4,577-82.1% | $4,379-81.3% |
| Participant deferral / active EE | $9,812 | $7,113+38.0% | $6,326+55.1% | $6,730+45.8% |
| Admin fee / account holder | $51,736 | $20,916+147.4% | $17,523+195.2% | $14,365+260.1% |