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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 | $208,476 | $184,000+13.3% | $162,185+28.5% | $152,909+36.3% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.5%-15.8pp |
| Annual return | 27.01% | 150.80%-123.8pp | 115.61%-88.6pp | 345.46%-318.5pp |
| Employer contribution / active EE | $1,293 | $6,370-79.7% | $5,613-77.0% | $4,764-72.9% |
| Participant deferral / active EE | $5,500 | $8,033-31.5% | $7,297-24.6% | $5,851-6.0% |
| Admin fee / account holder | $18,305 | $13,124+39.5% | $10,844+68.8% | $11,601+57.8% |