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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 | $202,328 | $167,522+20.8% | $151,639+33.4% | $134,532+50.4% |
| Participation rate | 63.6% | 88.4%-24.7pp | 87.5%-23.9pp | 81.2%-17.6pp |
| Annual return | -12.76% | 7.81%-20.6pp | 3.34%-16.1pp | 418.27%-431.0pp |
| Employer contribution / active EE | $585 | $6,828-91.4% | $6,165-90.5% | $4,741-87.7% |
| Participant deferral / active EE | $10,166 | $8,986+13.1% | $8,363+21.6% | $6,401+58.8% |
| Admin fee / account holder | $550 | $13,780-96.0% | $11,613-95.3% | $11,429-95.2% |