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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 | $163,255 | $153,769+6.2% | $133,975+21.9% | $273,972-40.4% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.1%-20.4pp | 83.0%-16.3pp |
| Annual return | 4.50% | 36.51%-32.0pp | 29.29%-24.8pp | 41.46%-37.0pp |
| Employer contribution / active EE | $883 | $6,029-85.3% | $5,211-83.0% | $4,869-81.9% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $26,625 | $11,765+126.3% | $9,324+185.5% | $10,133+162.8% |