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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 | $249,106 | $202,345+23.1% | $172,755+44.2% | $152,885+62.9% |
| Participation rate | 12.5% | 87.1%-74.6pp | 82.6%-70.1pp | 82.5%-70.0pp |
| Annual return | 31.87% | 1029.77%-997.9pp | 802.94%-771.1pp | 345.39%-313.5pp |
| Employer contribution / active EE | $893 | $5,858-84.8% | $5,144-82.7% | $4,763-81.3% |
| Participant deferral / active EE | $2,795 | $5,948-53.0% | $5,198-46.2% | $5,851-52.2% |
| Admin fee / account holder | $1,597 | $17,111-90.7% | $13,955-88.6% | $11,598-86.2% |