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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 | $194,022 | $83,369+132.7% | $105,223+84.4% | $67,986+185.4% |
| Participation rate | 68.6% | 56.3%+12.3pp | 75.0%-6.5pp | 57.2%+11.4pp |
| Annual return | 16.04% | 24.64%-8.6pp | 180.65%-164.6pp | 31.67%-15.6pp |
| Employer contribution / active EE | $572 | $2,541-77.5% | $3,689-84.5% | $2,019-71.7% |
| Participant deferral / active EE | $8,892 | $3,295+169.8% | $5,072+75.3% | $3,358+164.8% |
| Admin fee / account holder | $5,981 | $4,073+46.8% | $8,859-32.5% | $3,203+86.7% |