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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 | $183,752 | $156,398+17.5% | $147,318+24.7% | $138,895+32.3% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 12.29% | 78.75%-66.5pp | 70.43%-58.1pp | 145.39%-133.1pp |
| Employer contribution / active EE | $832 | $4,853-82.9% | $4,593-81.9% | $4,194-80.2% |
| Participant deferral / active EE | $4,273 | $8,237-48.1% | $7,906-46.0% | $6,396-33.2% |
| Admin fee / account holder | $16,462 | $14,976+9.9% | $13,708+20.1% | $12,562+31.0% |