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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 | $219,914 | $213,785+2.9% | $185,441+18.6% | $155,188+41.7% |
| Participation rate | 26.3% | 83.2%-56.9pp | 80.3%-53.9pp | 80.8%-54.5pp |
| Annual return | 17.36% | 19.97%-2.6pp | 20.16%-2.8pp | 148.84%-131.5pp |
| Employer contribution / active EE | $882 | $5,393-83.7% | $4,672-81.1% | $4,248-79.2% |
| Participant deferral / active EE | $4,705 | $6,864-31.5% | $6,152-23.5% | $6,531-28.0% |
| Admin fee / account holder | $1,877 | $21,134-91.1% | $17,890-89.5% | $14,480-87.0% |