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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 | $185,143 | $172,111+7.6% | $150,298+23.2% | $137,256+34.9% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 18.11% | 69.37%-51.3pp | 62.79%-44.7pp | 220.34%-202.2pp |
| Employer contribution / active EE | $496 | $4,636-89.3% | $4,154-88.1% | $4,156-88.1% |
| Participant deferral / active EE | $4,700 | $6,166-23.8% | $5,453-13.8% | $6,407-26.6% |
| Admin fee / account holder | $735 | $16,471-95.5% | $14,116-94.8% | $12,270-94.0% |