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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 | $206,330 | $160,059+28.9% | $140,019+47.4% | $135,379+52.4% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.5%-27.5pp | 82.6%-22.6pp |
| Annual return | 35.09% | 911.44%-876.3pp | 651.15%-616.1pp | 519.79%-484.7pp |
| Employer contribution / active EE | $1,275 | $6,420-80.1% | $5,605-77.2% | $4,779-73.3% |
| Participant deferral / active EE | $3,233 | $7,641-57.7% | $6,927-53.3% | $5,609-42.4% |
| Admin fee / account holder | $462 | $13,328-96.5% | $10,705-95.7% | $10,828-95.7% |