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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 | $191,225 | $185,312+3.2% | $161,489+18.4% | $154,746+23.6% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 10.82% | 103.84%-93.0pp | 89.72%-78.9pp | 172.34%-161.5pp |
| Employer contribution / active EE | $611 | $4,769-87.2% | $4,268-85.7% | $4,379-86.0% |
| Participant deferral / active EE | $3,600 | $6,350-43.3% | $5,630-36.1% | $6,730-46.5% |
| Admin fee / account holder | $17,038 | $18,654-8.7% | $16,006+6.5% | $14,365+18.6% |