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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 | $184,856 | $174,379+6.0% | $152,093+21.5% | $138,895+33.1% |
| Participation rate | 61.5% | 81.6%-20.1pp | 77.8%-16.2pp | 79.9%-18.4pp |
| Annual return | 18.08% | 74.86%-56.8pp | 66.36%-48.3pp | 145.39%-127.3pp |
| Employer contribution / active EE | $866 | $4,652-81.4% | $4,175-79.3% | $4,194-79.4% |
| Participant deferral / active EE | $2,469 | $6,159-59.9% | $5,451-54.7% | $6,396-61.4% |
| Admin fee / account holder | $1,908 | $16,880-88.7% | $14,497-86.8% | $12,562-84.8% |