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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 | $183,539+34.2% | $155,556+58.4% | $145,897+68.9% |
| Participation rate | 23.1% | 82.7%-59.6pp | 78.2%-55.1pp | 80.3%-57.2pp |
| Annual return | 10.11% | 61.31%-51.2pp | 64.84%-54.7pp | 552.29%-542.2pp |
| Employer contribution / active EE | $673 | $5,315-87.3% | $4,675-85.6% | $4,663-85.6% |
| Participant deferral / active EE | $3,121 | $6,467-51.7% | $5,631-44.6% | $6,689-53.4% |
| Admin fee / account holder | $5,949 | $19,275-69.1% | $15,885-62.5% | $13,390-55.6% |