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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 | $197,331 | $157,304+25.4% | $141,197+39.8% | $152,909+29.1% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 23.35% | 64.34%-41.0pp | 71.41%-48.1pp | 345.46%-322.1pp |
| Employer contribution / active EE | $660 | $5,263-87.5% | $4,736-86.1% | $4,764-86.1% |
| Participant deferral / active EE | $7,319 | $7,111+2.9% | $6,710+9.1% | $5,851+25.1% |
| Admin fee / account holder | $1,188 | $12,126-90.2% | $10,265-88.4% | $11,601-89.8% |