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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 | $202,345+21.5% | $172,755+42.3% | $152,885+60.8% |
| Participation rate | 33.3% | 87.1%-53.7pp | 82.6%-49.3pp | 82.5%-49.1pp |
| Annual return | 16.94% | 1029.77%-1012.8pp | 802.94%-786.0pp | 345.39%-328.4pp |
| Employer contribution / active EE | $1,159 | $5,858-80.2% | $5,144-77.5% | $4,763-75.7% |
| Participant deferral / active EE | $4,596 | $5,948-22.7% | $5,198-11.6% | $5,851-21.4% |
| Admin fee / account holder | $2,298 | $17,111-86.6% | $13,955-83.5% | $11,598-80.2% |