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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 | $215,884 | $183,592+17.6% | $155,574+38.8% | $145,877+48.0% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 18.01% | 61.37%-43.4pp | 64.87%-46.9pp | 551.28%-533.3pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,676-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $10,862 | $6,466+68.0% | $5,629+93.0% | $6,691+62.4% |
| Admin fee / account holder | $8,535 | $19,316-55.8% | $15,914-46.4% | $13,402-36.3% |