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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 | $209,336+17.4% | $197,124+24.6% | $137,256+79.0% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 13.81% | 48.09%-34.3pp | 44.34%-30.5pp | 220.34%-206.5pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $12,615 | $9,614+31.2% | $9,135+38.1% | $6,407+96.9% |
| Admin fee / account holder | $14,868 | $17,308-14.1% | $16,298-8.8% | $12,270+21.2% |