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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 | $199,101 | $105,284+89.1% | $150,734+32.1% | $94,015+111.8% |
| Participation rate | 61.3% | 71.7%-10.4pp | 78.4%-17.2pp | 70.8%-9.5pp |
| Annual return | 13.39% | 15.67%-2.3pp | 600.81%-587.4pp | 17.84%-4.5pp |
| Employer contribution / active EE | $328 | $3,599-90.9% | $4,918-93.3% | $2,790-88.2% |
| Participant deferral / active EE | $5,314 | $4,274+24.3% | $5,610-5.3% | $4,249+25.1% |
| Admin fee / account holder | $15,130 | $9,839+53.8% | $14,905+1.5% | $8,951+69.0% |