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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 | $191,480 | $184,014+4.1% | $161,149+18.8% | $138,895+37.9% |
| Participation rate | 36.4% | 82.1%-45.7pp | 78.8%-42.5pp | 79.9%-43.6pp |
| Annual return | 10.24% | 21.52%-11.3pp | 21.16%-10.9pp | 145.39%-135.1pp |
| Employer contribution / active EE | $883 | $5,055-82.5% | $4,360-79.8% | $4,194-78.9% |
| Participant deferral / active EE | $3,946 | $6,909-42.9% | $6,153-35.9% | $6,396-38.3% |
| Admin fee / account holder | $17,919 | $18,027-0.6% | $15,194+17.9% | $12,562+42.6% |