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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 | $240,857 | $201,370+19.6% | $184,256+30.7% | $145,897+65.1% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 14.30% | 29.05%-14.7pp | 28.85%-14.5pp | 552.29%-538.0pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $9,200 | $9,808-6.2% | $9,133+0.7% | $6,689+37.5% |
| Admin fee / account holder | $16,104 | $16,364-1.6% | $13,899+15.9% | $13,390+20.3% |