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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 | $178,174+12.6% | $156,181+28.5% | $137,256+46.2% |
| Participation rate | 65.2% | 82.0%-16.8pp | 78.8%-13.6pp | 80.0%-14.7pp |
| Annual return | 14.52% | 84.19%-69.7pp | 64.87%-50.4pp | 220.34%-205.8pp |
| Employer contribution / active EE | $711 | $4,972-85.7% | $4,294-83.4% | $4,156-82.9% |
| Participant deferral / active EE | $9,529 | $6,888+38.3% | $6,132+55.4% | $6,407+48.7% |
| Admin fee / account holder | $4,815 | $17,404-72.3% | $14,586-67.0% | $12,270-60.8% |