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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 | $229,756 | $209,425+9.7% | $178,499+28.7% | $158,966+44.5% |
| Participation rate | 60.0% | 86.4%-26.4pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 10.17% | 188.80%-178.6pp | 151.10%-140.9pp | 302.95%-292.8pp |
| Employer contribution / active EE | $1,122 | $5,707-80.3% | $5,011-77.6% | $4,762-76.4% |
| Participant deferral / active EE | $5,634 | $5,955-5.4% | $5,202+8.3% | $5,983-5.8% |
| Admin fee / account holder | $487 | $17,078-97.2% | $13,986-96.5% | $11,250-95.7% |