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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 | $249,745 | $172,111+45.1% | $150,298+66.2% | $137,256+82.0% |
| Participation rate | 61.5% | 81.7%-20.2pp | 77.8%-16.2pp | 80.0%-18.4pp |
| Annual return | 13.02% | 69.37%-56.4pp | 62.79%-49.8pp | 220.34%-207.3pp |
| Employer contribution / active EE | $590 | $4,636-87.3% | $4,154-85.8% | $4,156-85.8% |
| Participant deferral / active EE | $6,154 | $6,166-0.2% | $5,453+12.9% | $6,407-3.9% |
| Admin fee / account holder | $19,520 | $16,471+18.5% | $14,116+38.3% | $12,270+59.1% |