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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 | $202,728 | $209,425-3.2% | $178,499+13.6% | $158,966+27.5% |
| Participation rate | 36.8% | 86.4%-49.5pp | 81.9%-45.1pp | 82.0%-45.1pp |
| Annual return | 12.09% | 188.80%-176.7pp | 151.10%-139.0pp | 302.95%-290.9pp |
| Employer contribution / active EE | $751 | $5,707-86.8% | $5,011-85.0% | $4,762-84.2% |
| Participant deferral / active EE | $3,164 | $5,955-46.9% | $5,202-39.2% | $5,983-47.1% |
| Admin fee / account holder | $20,249 | $17,078+18.6% | $13,986+44.8% | $11,250+80.0% |