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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 | $245,786 | $202,342+21.5% | $172,753+42.3% | $152,909+60.7% |
| Participation rate | 33.3% | 87.1%-53.7pp | 82.6%-49.3pp | 82.5%-49.1pp |
| Annual return | 16.94% | 1029.88%-1012.9pp | 803.00%-786.1pp | 345.46%-328.5pp |
| Employer contribution / active EE | $1,159 | $5,857-80.2% | $5,144-77.5% | $4,764-75.7% |
| Participant deferral / active EE | $4,596 | $5,948-22.7% | $5,198-11.6% | $5,851-21.4% |
| Admin fee / account holder | $2,298 | $17,112-86.6% | $13,956-83.5% | $11,601-80.2% |