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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 | $182,308 | $174,379+4.5% | $152,093+19.9% | $138,895+31.3% |
| Participation rate | 25.0% | 81.6%-56.6pp | 77.8%-52.8pp | 79.9%-54.9pp |
| Annual return | 17.73% | 74.86%-57.1pp | 66.36%-48.6pp | 145.39%-127.7pp |
| Employer contribution / active EE | $788 | $4,652-83.1% | $4,175-81.1% | $4,194-81.2% |
| Participant deferral / active EE | $5,875 | $6,159-4.6% | $5,451+7.8% | $6,396-8.1% |
| Admin fee / account holder | $384 | $16,880-97.7% | $14,497-97.4% | $12,562-96.9% |