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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 | $248,499 | $209,422+18.7% | $178,503+39.2% | $158,982+56.3% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 12.26% | 188.81%-176.5pp | 151.12%-138.9pp | 302.99%-290.7pp |
| Employer contribution / active EE | $1,095 | $5,707-80.8% | $5,011-78.1% | $4,763-77.0% |
| Participant deferral / active EE | $5,648 | $5,955-5.1% | $5,202+8.6% | $5,983-5.6% |
| Admin fee / account holder | $4,545 | $17,079-73.4% | $13,987-67.5% | $11,252-59.6% |