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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 | $212,715 | $171,867+23.8% | $149,721+42.1% | $147,586+44.1% |
| Participation rate | 66.7% | 88.2%-21.5pp | 87.1%-20.4pp | 82.8%-16.2pp |
| Annual return | 0.00% | 2113.36%-2113.4pp | 1501.67%-1501.7pp | 578.59%-578.6pp |
| Employer contribution / active EE | $846 | $6,275-86.5% | $5,444-84.5% | $4,876-82.7% |
| Participant deferral / active EE | $7,292 | $7,270+0.3% | $6,568+11.0% | $5,439+34.1% |
| Admin fee / account holder | $892 | $13,799-93.5% | $11,282-92.1% | $10,886-91.8% |