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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 | $225,410 | $213,785+5.4% | $185,441+21.6% | $155,188+45.2% |
| Participation rate | 60.0% | 83.2%-23.2pp | 80.3%-20.3pp | 80.8%-20.8pp |
| Annual return | 13.06% | 19.97%-6.9pp | 20.16%-7.1pp | 148.84%-135.8pp |
| Employer contribution / active EE | $743 | $5,393-86.2% | $4,672-84.1% | $4,248-82.5% |
| Participant deferral / active EE | $5,972 | $6,864-13.0% | $6,152-2.9% | $6,531-8.6% |
| Admin fee / account holder | $2,340 | $21,134-88.9% | $17,890-86.9% | $14,480-83.8% |