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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 | $138,312+61.8% | $122,979+81.9% | $155,188+44.2% |
| Participation rate | 63.2% | 80.2%-17.0pp | 77.2%-14.0pp | 80.8%-17.6pp |
| Annual return | 19.41% | 22.06%-2.7pp | 20.12%-0.7pp | 148.84%-129.4pp |
| Employer contribution / active EE | $613 | $3,530-82.6% | $3,062-80.0% | $4,248-85.6% |
| Participant deferral / active EE | $3,642 | $5,592-34.9% | $5,003-27.2% | $6,531-44.2% |
| Admin fee / account holder | $16,675 | $15,089+10.5% | $12,864+29.6% | $14,480+15.2% |