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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 | $238,770 | $201,344+18.6% | $184,243+29.6% | $145,877+63.7% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 17.57% | 29.01%-11.4pp | 28.82%-11.2pp | 551.28%-533.7pp |
| Employer contribution / active EE | $363 | $7,022-94.8% | $6,427-94.4% | $4,663-92.2% |
| Participant deferral / active EE | $9,438 | $9,807-3.8% | $9,132+3.3% | $6,691+41.1% |
| Admin fee / account holder | $1,997 | $16,382-87.8% | $13,914-85.6% | $13,402-85.1% |