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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 | $199,784 | $178,174+12.1% | $156,181+27.9% | $137,256+45.6% |
| Participation rate | 69.2% | 82.0%-12.8pp | 78.8%-9.6pp | 80.0%-10.7pp |
| Annual return | 13.55% | 84.19%-70.6pp | 64.87%-51.3pp | 220.34%-206.8pp |
| Employer contribution / active EE | $913 | $4,972-81.6% | $4,294-78.7% | $4,156-78.0% |
| Participant deferral / active EE | $4,118 | $6,888-40.2% | $6,132-32.8% | $6,407-35.7% |
| Admin fee / account holder | $10,083 | $17,404-42.1% | $14,586-30.9% | $12,270-17.8% |