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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 | $214,048 | $166,268+28.7% | $165,100+29.6% | $145,897+46.7% |
| Participation rate | 68.8% | 82.0%-13.3pp | 78.6%-9.9pp | 80.3%-11.6pp |
| Annual return | 10.74% | 100.52%-89.8pp | 70.21%-59.5pp | 552.29%-541.6pp |
| Employer contribution / active EE | $466 | $5,284-91.2% | $4,348-89.3% | $4,663-90.0% |
| Participant deferral / active EE | $2,604 | $6,964-62.6% | $6,035-56.9% | $6,689-61.1% |
| Admin fee / account holder | $1,282 | $16,659-92.3% | $12,696-89.9% | $13,390-90.4% |