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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 | $199,717 | $185,312+7.8% | $161,489+23.7% | $154,746+29.1% |
| Participation rate | 57.1% | 82.5%-25.3pp | 78.7%-21.6pp | 80.7%-23.6pp |
| Annual return | 22.04% | 103.84%-81.8pp | 89.72%-67.7pp | 172.34%-150.3pp |
| Employer contribution / active EE | $745 | $4,769-84.4% | $4,268-82.5% | $4,379-83.0% |
| Participant deferral / active EE | $7,488 | $6,350+17.9% | $5,630+33.0% | $6,730+11.3% |
| Admin fee / account holder | $7,750 | $18,654-58.5% | $16,006-51.6% | $14,365-46.1% |