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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 | $226,217 | $106,749+111.9% | $145,433+55.5% | $82,448+174.4% |
| Participation rate | 66.7% | 75.6%-9.0pp | 82.1%-15.5pp | 68.1%-1.4pp |
| Annual return | 16.85% | 27.59%-10.7pp | 66.58%-49.7pp | 41.64%-24.8pp |
| Employer contribution / active EE | $361 | $3,444-89.5% | $4,554-92.1% | $2,551-85.8% |
| Participant deferral / active EE | $6,862 | $6,519+5.3% | $7,897-13.1% | $4,139+65.8% |
| Admin fee / account holder | $10,041 | $8,390+19.7% | $13,129-23.5% | $7,234+38.8% |