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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 | $174,379+6.2% | $152,093+21.7% | $138,895+33.3% |
| Participation rate | 60.0% | 81.6%-21.6pp | 77.8%-17.8pp | 79.9%-19.9pp |
| Annual return | 18.11% | 74.86%-56.7pp | 66.36%-48.2pp | 145.39%-127.3pp |
| Employer contribution / active EE | $496 | $4,652-89.3% | $4,175-88.1% | $4,194-88.2% |
| Participant deferral / active EE | $4,700 | $6,159-23.7% | $5,451-13.8% | $6,396-26.5% |
| Admin fee / account holder | $735 | $16,880-95.6% | $14,497-94.9% | $12,562-94.2% |