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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 | $224,673 | $117,895+90.6% | $102,460+119.3% | $145,897+54.0% |
| Participation rate | 64.7% | 78.6%-13.9pp | 76.5%-11.8pp | 80.3%-15.6pp |
| Annual return | 15.10% | 31.92%-16.8pp | 29.47%-14.4pp | 552.29%-537.2pp |
| Employer contribution / active EE | $680 | $3,619-81.2% | $3,025-77.5% | $4,663-85.4% |
| Participant deferral / active EE | $6,823 | $5,736+18.9% | $5,056+34.9% | $6,689+2.0% |
| Admin fee / account holder | $325 | $13,353-97.6% | $9,460-96.6% | $13,390-97.6% |