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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 | $183,856 | $183,592+0.1% | $155,574+18.2% | $145,877+26.0% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 16.25% | 61.37%-45.1pp | 64.87%-48.6pp | 551.28%-535.0pp |
| Employer contribution / active EE | $818 | $5,317-84.6% | $4,676-82.5% | $4,663-82.5% |
| Participant deferral / active EE | $2,547 | $6,466-60.6% | $5,629-54.8% | $6,691-61.9% |
| Admin fee / account holder | $707 | $19,316-96.3% | $15,914-95.6% | $13,402-94.7% |