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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 | $199,494 | $135,956+46.7% | $123,894+61.0% | $273,972-27.2% |
| Participation rate | 63.6% | 84.1%-20.4pp | 81.4%-17.8pp | 83.0%-19.4pp |
| Annual return | 7.58% | 56.63%-49.0pp | 47.52%-39.9pp | 41.46%-33.9pp |
| Employer contribution / active EE | $766 | $5,170-85.2% | $4,617-83.4% | $4,869-84.3% |
| Participant deferral / active EE | $5,122 | $6,343-19.3% | $5,984-14.4% | $5,287-3.1% |
| Admin fee / account holder | $3,987 | $9,817-59.4% | $8,357-52.3% | $10,133-60.7% |