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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 | $200,637 | $254,759-21.2% | $216,567-7.4% | $198,609+1.0% |
| Participation rate | 65.2% | 84.5%-19.3pp | 81.6%-16.4pp | 82.4%-17.2pp |
| Annual return | 14.52% | 10.04%+4.5pp | 12.94%+1.6pp | 202.70%-188.2pp |
| Employer contribution / active EE | $711 | $6,096-88.3% | $5,216-86.4% | $5,055-85.9% |
| Participant deferral / active EE | $9,529 | $6,948+37.2% | $6,191+53.9% | $6,977+36.6% |
| Admin fee / account holder | $4,815 | $26,311-81.7% | $21,981-78.1% | $19,030-74.7% |