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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 | $221,214 | $183,516+20.5% | $155,534+42.2% | $145,884+51.6% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 8.78% | 61.43%-52.6pp | 64.92%-56.1pp | 551.85%-543.1pp |
| Employer contribution / active EE | $904 | $5,315-83.0% | $4,675-80.7% | $4,662-80.6% |
| Participant deferral / active EE | $5,333 | $6,467-17.5% | $5,630-5.3% | $6,690-20.3% |
| Admin fee / account holder | $13,479 | $19,293-30.1% | $15,900-15.2% | $13,392+0.6% |