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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 | $246,354 | $183,592+34.2% | $155,574+58.4% | $145,877+68.9% |
| Participation rate | 23.1% | 82.7%-59.6pp | 78.2%-55.1pp | 80.3%-57.2pp |
| Annual return | 10.11% | 61.37%-51.3pp | 64.87%-54.8pp | 551.28%-541.2pp |
| Employer contribution / active EE | $673 | $5,317-87.3% | $4,676-85.6% | $4,663-85.6% |
| Participant deferral / active EE | $3,121 | $6,466-51.7% | $5,629-44.6% | $6,691-53.4% |
| Admin fee / account holder | $5,949 | $19,316-69.2% | $15,914-62.6% | $13,402-55.6% |