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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 | $229,532 | $202,345+13.4% | $172,755+32.9% | $152,885+50.1% |
| Participation rate | 55.6% | 87.1%-31.5pp | 82.6%-27.1pp | 82.5%-26.9pp |
| Annual return | 15.23% | 1029.77%-1014.5pp | 802.94%-787.7pp | 345.39%-330.2pp |
| Employer contribution / active EE | $772 | $5,858-86.8% | $5,144-85.0% | $4,763-83.8% |
| Participant deferral / active EE | $3,638 | $5,948-38.8% | $5,198-30.0% | $5,851-37.8% |
| Admin fee / account holder | $1,107 | $17,111-93.5% | $13,955-92.1% | $11,598-90.5% |