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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 | $202,334 | $101,795+98.8% | $165,100+22.6% | $80,959+149.9% |
| Participation rate | 67.6% | 71.8%-4.3pp | 78.6%-11.1pp | 67.7%-0.1pp |
| Annual return | 14.33% | 16.73%-2.4pp | 70.21%-55.9pp | 35.67%-21.3pp |
| Employer contribution / active EE | $666 | $2,954-77.5% | $4,348-84.7% | $2,757-75.9% |
| Participant deferral / active EE | $5,265 | $4,476+17.6% | $6,035-12.8% | $4,300+22.4% |
| Admin fee / account holder | $8,271 | $8,221+0.6% | $12,696-34.9% | $6,925+19.4% |