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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 | $224,912 | $209,336+7.4% | $197,124+14.1% | $137,256+63.9% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 12.56% | 48.09%-35.5pp | 44.34%-31.8pp | 220.34%-207.8pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $12,490 | $9,614+29.9% | $9,135+36.7% | $6,407+94.9% |
| Admin fee / account holder | $24,889 | $17,308+43.8% | $16,298+52.7% | $12,270+102.8% |