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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 | $93,345+113.3% | $119,126+67.1% | $87,485+127.6% |
| Participation rate | 61.3% | 68.7%-7.4pp | 75.8%-14.5pp | 68.9%-7.6pp |
| Annual return | 13.39% | 19.08%-5.7pp | 282.11%-268.7pp | 26.06%-12.7pp |
| Employer contribution / active EE | $328 | $3,172-89.7% | $4,034-91.9% | $2,596-87.4% |
| Participant deferral / active EE | $5,314 | $4,099+29.7% | $5,318-0.1% | $4,274+24.3% |
| Admin fee / account holder | $15,130 | $8,039+88.2% | $10,693+41.5% | $7,775+94.6% |