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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 | $179,058 | $166,242+7.7% | $165,071+8.5% | $145,884+22.7% |
| Participation rate | 69.2% | 82.0%-12.8pp | 78.6%-9.4pp | 80.3%-11.1pp |
| Annual return | 11.25% | 100.44%-89.2pp | 70.17%-58.9pp | 551.85%-540.6pp |
| Employer contribution / active EE | $944 | $5,283-82.1% | $4,347-78.3% | $4,662-79.8% |
| Participant deferral / active EE | $4,147 | $6,964-40.4% | $6,035-31.3% | $6,690-38.0% |
| Admin fee / account holder | $1,924 | $16,658-88.5% | $12,695-84.8% | $13,392-85.6% |