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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 | $199,797 | $184,014+8.6% | $161,149+24.0% | $138,895+43.8% |
| Participation rate | 37.5% | 82.1%-44.6pp | 78.8%-41.3pp | 79.9%-42.4pp |
| Annual return | 14.57% | 21.52%-7.0pp | 21.16%-6.6pp | 145.39%-130.8pp |
| Employer contribution / active EE | $1,059 | $5,055-79.1% | $4,360-75.7% | $4,194-74.8% |
| Participant deferral / active EE | $2,130 | $6,909-69.2% | $6,153-65.4% | $6,396-66.7% |
| Admin fee / account holder | $7,244 | $18,027-59.8% | $15,194-52.3% | $12,562-42.3% |