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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 | $222,527 | $143,969+54.6% | $199,883+11.3% | $82,637+169.3% |
| Participation rate | 62.5% | 84.1%-21.6pp | 86.8%-24.3pp | 68.1%-5.6pp |
| Annual return | 19.93% | 25.67%-5.7pp | 43.81%-23.9pp | 53.51%-33.6pp |
| Employer contribution / active EE | $699 | $4,632-84.9% | $6,261-88.8% | $2,552-72.6% |
| Participant deferral / active EE | $6,993 | $6,937+0.8% | $9,138-23.5% | $4,126+69.5% |
| Admin fee / account holder | $9,827 | $14,597-32.7% | $17,268-43.1% | $7,339+33.9% |