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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 | $183,539+35.2% | $155,556+59.5% | $145,897+70.0% |
| Participation rate | 30.0% | 82.7%-52.7pp | 78.2%-48.2pp | 80.3%-50.3pp |
| Annual return | 13.85% | 61.31%-47.5pp | 64.84%-51.0pp | 552.29%-538.4pp |
| Employer contribution / active EE | $569 | $5,315-89.3% | $4,675-87.8% | $4,663-87.8% |
| Participant deferral / active EE | $6,552 | $6,467+1.3% | $5,631+16.4% | $6,689-2.1% |
| Admin fee / account holder | $3,404 | $19,275-82.3% | $15,885-78.6% | $13,390-74.6% |