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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 | $205,609 | $180,459+13.9% | $154,108+33.4% | $135,380+51.9% |
| Participation rate | 9.1% | 87.4%-78.3pp | 83.0%-73.9pp | 82.6%-73.6pp |
| Annual return | -0.22% | 888.21%-888.4pp | 735.21%-735.4pp | 519.81%-520.0pp |
| Employer contribution / active EE | $239 | $6,035-96.0% | $5,298-95.5% | $4,779-95.0% |
| Participant deferral / active EE | $2,056 | $5,806-64.6% | $5,081-59.5% | $5,609-63.3% |
| Admin fee / account holder | $1,515 | $16,145-90.6% | $13,411-88.7% | $10,828-86.0% |