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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 | $223,737 | $126,661+76.6% | $113,397+97.3% | $138,895+61.1% |
| Participation rate | 63.2% | 79.4%-16.3pp | 76.5%-13.3pp | 79.9%-16.8pp |
| Annual return | 19.41% | 25.05%-5.6pp | 23.20%-3.8pp | 145.39%-126.0pp |
| Employer contribution / active EE | $613 | $3,456-82.3% | $2,977-79.4% | $4,194-85.4% |
| Participant deferral / active EE | $3,642 | $5,693-36.0% | $5,076-28.3% | $6,396-43.1% |
| Admin fee / account holder | $16,675 | $14,549+14.6% | $11,957+39.5% | $12,562+32.7% |