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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 | $246,372 | $183,516+34.3% | $155,534+58.4% | $145,884+68.9% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 8.93% | 61.43%-52.5pp | 64.92%-56.0pp | 551.85%-542.9pp |
| Employer contribution / active EE | $462 | $5,315-91.3% | $4,675-90.1% | $4,662-90.1% |
| Participant deferral / active EE | $6,000 | $6,467-7.2% | $5,630+6.6% | $6,690-10.3% |
| Admin fee / account holder | $2,996 | $19,293-84.5% | $15,900-81.2% | $13,392-77.6% |