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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 | $227,352 | $254,759-10.8% | $216,567+5.0% | $198,609+14.5% |
| Participation rate | 60.0% | 84.5%-24.5pp | 81.6%-21.6pp | 82.4%-22.4pp |
| Annual return | 12.00% | 10.04%+2.0pp | 12.94%-0.9pp | 202.70%-190.7pp |
| Employer contribution / active EE | $817 | $6,096-86.6% | $5,216-84.3% | $5,055-83.8% |
| Participant deferral / active EE | $9,812 | $6,948+41.2% | $6,191+58.5% | $6,977+40.6% |
| Admin fee / account holder | $51,736 | $26,311+96.6% | $21,981+135.4% | $19,030+171.9% |