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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 | $183,592+34.2% | $155,574+58.4% | $145,877+68.9% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 8.93% | 61.37%-52.4pp | 64.87%-55.9pp | 551.28%-542.4pp |
| Employer contribution / active EE | $462 | $5,317-91.3% | $4,676-90.1% | $4,663-90.1% |
| Participant deferral / active EE | $6,000 | $6,466-7.2% | $5,629+6.6% | $6,691-10.3% |
| Admin fee / account holder | $2,996 | $19,316-84.5% | $15,914-81.2% | $13,402-77.6% |