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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 | $182,810 | $156,398+16.9% | $147,318+24.1% | $138,895+31.6% |
| Participation rate | 28.6% | 83.8%-55.2pp | 82.1%-53.5pp | 79.9%-51.3pp |
| Annual return | 18.33% | 78.75%-60.4pp | 70.43%-52.1pp | 145.39%-127.1pp |
| Employer contribution / active EE | $574 | $4,853-88.2% | $4,593-87.5% | $4,194-86.3% |
| Participant deferral / active EE | $4,604 | $8,237-44.1% | $7,906-41.8% | $6,396-28.0% |
| Admin fee / account holder | $12,691 | $14,976-15.3% | $13,708-7.4% | $12,562+1.0% |