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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 | $245,710 | $223,823+9.8% | $211,142+16.4% | $154,746+58.8% |
| Participation rate | 66.7% | 87.9%-21.2pp | 87.3%-20.6pp | 80.7%-14.0pp |
| Annual return | 13.81% | 50.39%-36.6pp | 46.84%-33.0pp | 172.34%-158.5pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $12,615 | $9,750+29.4% | $9,284+35.9% | $6,730+87.4% |
| Admin fee / account holder | $14,868 | $19,707-24.6% | $19,076-22.1% | $14,365+3.5% |