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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 | $235,440 | $175,231+34.4% | $149,696+57.3% | $139,466+68.8% |
| Participation rate | 28.6% | 83.4%-54.8pp | 78.8%-50.2pp | 80.3%-51.8pp |
| Annual return | 52.04% | 166.77%-114.7pp | 134.46%-82.4pp | 373.66%-321.6pp |
| Employer contribution / active EE | $864 | $5,478-84.2% | $4,821-82.1% | $4,754-81.8% |
| Participant deferral / active EE | $5,029 | $6,521-22.9% | $5,682-11.5% | $6,712-25.1% |
| Admin fee / account holder | $59,813 | $16,155+270.2% | $13,212+352.7% | $11,409+424.3% |