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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 | $218,513 | $167,353+30.6% | $143,797+52.0% | $134,545+62.4% |
| Participation rate | 45.5% | 84.8%-39.4pp | 80.3%-34.9pp | 81.2%-35.8pp |
| Annual return | 5.72% | 0.48%+5.2pp | -0.04%+5.8pp | 418.37%-412.6pp |
| Employer contribution / active EE | $699 | $5,620-87.6% | $4,952-85.9% | $4,742-85.3% |
| Participant deferral / active EE | $6,483 | $6,447+0.6% | $5,638+15.0% | $6,401+1.3% |
| Admin fee / account holder | $13,522 | $18,096-25.3% | $14,679-7.9% | $11,431+18.3% |