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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 | $170,265 | $174,379-2.4% | $152,093+11.9% | $138,895+22.6% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 17.66% | 74.86%-57.2pp | 66.36%-48.7pp | 145.39%-127.7pp |
| Employer contribution / active EE | $860 | $4,652-81.5% | $4,175-79.4% | $4,194-79.5% |
| Participant deferral / active EE | $6,478 | $6,159+5.2% | $5,451+18.8% | $6,396+1.3% |
| Admin fee / account holder | $5,093 | $16,880-69.8% | $14,497-64.9% | $12,562-59.5% |