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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 | $221,453 | $209,422+5.7% | $178,503+24.1% | $158,982+39.3% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 39.85% | 188.81%-149.0pp | 151.12%-111.3pp | 302.99%-263.1pp |
| Employer contribution / active EE | $1,026 | $5,707-82.0% | $5,011-79.5% | $4,763-78.5% |
| Participant deferral / active EE | $7,951 | $5,955+33.5% | $5,202+52.8% | $5,983+32.9% |
| Admin fee / account holder | $12,737 | $17,079-25.4% | $13,987-8.9% | $11,252+13.2% |