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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 | $211,507 | $209,336+1.0% | $197,124+7.3% | $137,256+54.1% |
| Participation rate | 50.0% | 87.3%-37.3pp | 86.7%-36.7pp | 80.0%-30.0pp |
| Annual return | 13.94% | 48.09%-34.2pp | 44.34%-30.4pp | 220.34%-206.4pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $15,000 | $9,614+56.0% | $9,135+64.2% | $6,407+134.1% |
| Admin fee / account holder | $1,198 | $17,308-93.1% | $16,298-92.6% | $12,270-90.2% |