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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 | $213,285 | $184,014+15.9% | $161,149+32.4% | $138,895+53.6% |
| Participation rate | 38.5% | 82.1%-43.6pp | 78.8%-40.4pp | 79.9%-41.5pp |
| Annual return | 19.58% | 21.52%-1.9pp | 21.16%-1.6pp | 145.39%-125.8pp |
| Employer contribution / active EE | $654 | $5,055-87.1% | $4,360-85.0% | $4,194-84.4% |
| Participant deferral / active EE | $3,919 | $6,909-43.3% | $6,153-36.3% | $6,396-38.7% |
| Admin fee / account holder | $5,298 | $18,027-70.6% | $15,194-65.1% | $12,562-57.8% |