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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 | $201,868 | $213,785-5.6% | $185,441+8.9% | $155,188+30.1% |
| Participation rate | 42.9% | 83.2%-40.4pp | 80.3%-37.4pp | 80.8%-37.9pp |
| Annual return | 10.02% | 19.97%-9.9pp | 20.16%-10.1pp | 148.84%-138.8pp |
| Employer contribution / active EE | $657 | $5,393-87.8% | $4,672-85.9% | $4,248-84.5% |
| Participant deferral / active EE | $2,412 | $6,864-64.9% | $6,152-60.8% | $6,531-63.1% |
| Admin fee / account holder | $22,941 | $21,134+8.5% | $17,890+28.2% | $14,480+58.4% |