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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 | $206,389 | $198,457+4.0% | $170,435+21.1% | $147,586+39.8% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 17.52% | 257.30%-239.8pp | 205.94%-188.4pp | 578.59%-561.1pp |
| Employer contribution / active EE | $1,093 | $6,183-82.3% | $5,432-79.9% | $4,876-77.6% |
| Participant deferral / active EE | $9,110 | $5,629+61.8% | $4,939+84.4% | $5,439+67.5% |
| Admin fee / account holder | $1,926 | $16,852-88.6% | $13,881-86.1% | $10,886-82.3% |