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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 | $178,174+3.7% | $156,181+18.3% | $137,256+34.6% |
| Participation rate | 61.5% | 82.0%-20.5pp | 78.8%-17.3pp | 80.0%-18.4pp |
| Annual return | 13.70% | 84.19%-70.5pp | 64.87%-51.2pp | 220.34%-206.6pp |
| Employer contribution / active EE | $677 | $4,972-86.4% | $4,294-84.2% | $4,156-83.7% |
| Participant deferral / active EE | $6,774 | $6,888-1.7% | $6,132+10.5% | $6,407+5.7% |
| Admin fee / account holder | $100,435 | $17,404+477.1% | $14,586+588.6% | $12,270+718.5% |