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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 | $221,258 | $185,312+19.4% | $161,489+37.0% | $154,746+43.0% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 19.44% | 103.84%-84.4pp | 89.72%-70.3pp | 172.34%-152.9pp |
| Employer contribution / active EE | $574 | $4,769-88.0% | $4,268-86.6% | $4,379-86.9% |
| Participant deferral / active EE | $8,033 | $6,350+26.5% | $5,630+42.7% | $6,730+19.4% |
| Admin fee / account holder | $15,500 | $18,654-16.9% | $16,006-3.2% | $14,365+7.9% |