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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 | $183,968+13.3% | $162,166+28.6% | $152,870+36.4% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.4%-15.8pp |
| Annual return | 27.01% | 150.77%-123.8pp | 115.59%-88.6pp | 345.34%-318.3pp |
| Employer contribution / active EE | $1,293 | $6,371-79.7% | $5,614-77.0% | $4,763-72.8% |
| Participant deferral / active EE | $5,500 | $8,034-31.5% | $7,298-24.6% | $5,850-6.0% |
| Admin fee / account holder | $18,305 | $13,121+39.5% | $10,842+68.8% | $11,597+57.9% |