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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 | $208,144 | $162,136+28.4% | $152,301+36.7% | $154,746+34.5% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 15.97% | 91.02%-75.1pp | 80.50%-64.5pp | 172.34%-156.4pp |
| Employer contribution / active EE | $235 | $4,890-95.2% | $4,624-94.9% | $4,379-94.6% |
| Participant deferral / active EE | $12,000 | $8,341+43.9% | $8,004+49.9% | $6,730+78.3% |
| Admin fee / account holder | $4,263 | $15,759-72.9% | $14,398-70.4% | $14,365-70.3% |