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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 | $217,056 | $201,370+7.8% | $184,256+17.8% | $145,897+48.8% |
| Participation rate | 68.8% | 87.5%-18.7pp | 86.8%-18.1pp | 80.3%-11.6pp |
| Annual return | 13.27% | 29.05%-15.8pp | 28.85%-15.6pp | 552.29%-539.0pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $17,460 | $9,808+78.0% | $9,133+91.2% | $6,689+161.0% |
| Admin fee / account holder | $6,573 | $16,364-59.8% | $13,899-52.7% | $13,390-50.9% |