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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 | $185,312+34.8% | $161,489+54.7% | $154,746+61.4% |
| Participation rate | 61.5% | 82.5%-20.9pp | 78.7%-17.2pp | 80.7%-19.2pp |
| Annual return | 13.02% | 103.84%-90.8pp | 89.72%-76.7pp | 172.34%-159.3pp |
| Employer contribution / active EE | $590 | $4,769-87.6% | $4,268-86.2% | $4,379-86.5% |
| Participant deferral / active EE | $6,154 | $6,350-3.1% | $5,630+9.3% | $6,730-8.6% |
| Admin fee / account holder | $19,520 | $18,654+4.6% | $16,006+22.0% | $14,365+35.9% |