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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 | $219,295 | $137,414+59.6% | $189,545+15.7% | $85,851+155.4% |
| Participation rate | 69.0% | 84.6%-15.6pp | 87.8%-18.8pp | 69.3%-0.4pp |
| Annual return | 17.38% | 38.14%-20.8pp | 555.36%-538.0pp | 318.63%-301.3pp |
| Employer contribution / active EE | $1,247 | $4,344-71.3% | $6,162-79.8% | $2,565-51.4% |
| Participant deferral / active EE | $6,643 | $6,260+6.1% | $8,220-19.2% | $3,952+68.1% |
| Admin fee / account holder | $5,517 | $8,630-36.1% | $12,049-54.2% | $6,261-11.9% |