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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 | $197,220 | $174,379+13.1% | $152,093+29.7% | $138,895+42.0% |
| Participation rate | 45.5% | 81.6%-36.2pp | 77.8%-32.3pp | 79.9%-34.5pp |
| Annual return | 19.33% | 74.86%-55.5pp | 66.36%-47.0pp | 145.39%-126.1pp |
| Employer contribution / active EE | $784 | $4,652-83.1% | $4,175-81.2% | $4,194-81.3% |
| Participant deferral / active EE | $5,657 | $6,159-8.2% | $5,451+3.8% | $6,396-11.6% |
| Admin fee / account holder | $901 | $16,880-94.7% | $14,497-93.8% | $12,562-92.8% |