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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 | $209,139 | $196,972+6.2% | $182,262+14.7% | $198,609+5.3% |
| Participation rate | 69.2% | 85.7%-16.5pp | 84.2%-15.0pp | 82.4%-13.1pp |
| Annual return | 67.14% | 158.27%-91.1pp | 140.60%-73.5pp | 202.70%-135.6pp |
| Employer contribution / active EE | $1,006 | $5,364-81.2% | $5,046-80.1% | $5,055-80.1% |
| Participant deferral / active EE | $3,874 | $8,643-55.2% | $8,276-53.2% | $6,977-44.5% |
| Admin fee / account holder | $3,588 | $18,429-80.5% | $16,712-78.5% | $19,030-81.1% |