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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 | $198,834 | $212,386-6.4% | $199,883-0.5% | $138,895+43.2% |
| Participation rate | 40.0% | 87.4%-47.4pp | 86.8%-46.8pp | 79.9%-39.9pp |
| Annual return | 13.78% | 47.75%-34.0pp | 43.81%-30.0pp | 145.39%-131.6pp |
| Employer contribution / active EE | $378 | $6,625-94.3% | $6,261-94.0% | $4,194-91.0% |
| Participant deferral / active EE | $3,320 | $9,617-65.5% | $9,138-63.7% | $6,396-48.1% |
| Admin fee / account holder | $2,067 | $18,233-88.7% | $17,268-88.0% | $12,562-83.5% |