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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 | $200,475 | $166,020+20.8% | $164,866+21.6% | $145,959+37.4% |
| Participation rate | 40.0% | 82.0%-42.0pp | 78.6%-38.6pp | 80.3%-40.3pp |
| Annual return | 14.31% | 100.08%-85.8pp | 69.97%-55.7pp | 561.95%-547.6pp |
| Employer contribution / active EE | $866 | $5,275-83.6% | $4,343-80.1% | $4,661-81.4% |
| Participant deferral / active EE | $2,489 | $6,961-64.2% | $6,033-58.7% | $6,689-62.8% |
| Admin fee / account holder | $17,697 | $16,644+6.3% | $12,689+39.5% | $13,398+32.1% |