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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 | $248,058 | $183,592+35.1% | $155,574+59.4% | $145,877+70.0% |
| Participation rate | 30.0% | 82.7%-52.7pp | 78.2%-48.2pp | 80.3%-50.3pp |
| Annual return | 13.85% | 61.37%-47.5pp | 64.87%-51.0pp | 551.28%-537.4pp |
| Employer contribution / active EE | $569 | $5,317-89.3% | $4,676-87.8% | $4,663-87.8% |
| Participant deferral / active EE | $6,552 | $6,466+1.3% | $5,629+16.4% | $6,691-2.1% |
| Admin fee / account holder | $3,404 | $19,316-82.4% | $15,914-78.6% | $13,402-74.6% |