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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 | $244,930 | $217,432+12.6% | $185,851+31.8% | $167,553+46.2% |
| Participation rate | 45.5% | 86.1%-40.6pp | 81.7%-36.3pp | 82.1%-36.7pp |
| Annual return | 17.84% | 148.43%-130.6pp | 122.11%-104.3pp | 478.89%-461.1pp |
| Employer contribution / active EE | $384 | $5,874-93.5% | $5,168-92.6% | $4,840-92.1% |
| Participant deferral / active EE | $5,492 | $6,357-13.6% | $5,569-1.4% | $6,343-13.4% |
| Admin fee / account holder | $6,342 | $19,820-68.0% | $16,245-61.0% | $12,316-48.5% |