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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 | $223,799 | $183,539+21.9% | $155,556+43.9% | $145,897+53.4% |
| Participation rate | 42.9% | 82.7%-39.9pp | 78.2%-35.4pp | 80.3%-37.4pp |
| Annual return | 11.39% | 61.31%-49.9pp | 64.84%-53.4pp | 552.29%-540.9pp |
| Employer contribution / active EE | $527 | $5,315-90.1% | $4,675-88.7% | $4,663-88.7% |
| Participant deferral / active EE | $9,990 | $6,467+54.5% | $5,631+77.4% | $6,689+49.3% |
| Admin fee / account holder | $2,643 | $19,275-86.3% | $15,885-83.4% | $13,390-80.3% |