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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 | $219,914 | $184,014+19.5% | $161,149+36.5% | $138,895+58.3% |
| Participation rate | 26.3% | 82.1%-55.8pp | 78.8%-52.5pp | 79.9%-53.6pp |
| Annual return | 17.36% | 21.52%-4.2pp | 21.16%-3.8pp | 145.39%-128.0pp |
| Employer contribution / active EE | $882 | $5,055-82.6% | $4,360-79.8% | $4,194-79.0% |
| Participant deferral / active EE | $4,705 | $6,909-31.9% | $6,153-23.5% | $6,396-26.4% |
| Admin fee / account holder | $1,877 | $18,027-89.6% | $15,194-87.6% | $12,562-85.1% |