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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 | $187,835 | $185,312+1.4% | $161,489+16.3% | $154,746+21.4% |
| Participation rate | 35.7% | 82.5%-46.7pp | 78.7%-43.0pp | 80.7%-45.0pp |
| Annual return | 11.99% | 103.84%-91.8pp | 89.72%-77.7pp | 172.34%-160.3pp |
| Employer contribution / active EE | $580 | $4,769-87.8% | $4,268-86.4% | $4,379-86.7% |
| Participant deferral / active EE | $6,085 | $6,350-4.2% | $5,630+8.1% | $6,730-9.6% |
| Admin fee / account holder | $1,053 | $18,654-94.4% | $16,006-93.4% | $14,365-92.7% |