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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 | $184,720 | $184,014+0.4% | $161,149+14.6% | $138,895+33.0% |
| Participation rate | 61.5% | 82.1%-20.5pp | 78.8%-17.3pp | 79.9%-18.4pp |
| Annual return | 13.70% | 21.52%-7.8pp | 21.16%-7.5pp | 145.39%-131.7pp |
| Employer contribution / active EE | $677 | $5,055-86.6% | $4,360-84.5% | $4,194-83.8% |
| Participant deferral / active EE | $6,774 | $6,909-2.0% | $6,153+10.1% | $6,396+5.9% |
| Admin fee / account holder | $100,435 | $18,027+457.1% | $15,194+561.0% | $12,562+699.5% |