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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 | $249,135 | $176,077+41.5% | $159,455+56.2% | $167,518+48.7% |
| Participation rate | 33.3% | 84.9%-51.6pp | 82.8%-49.5pp | 82.1%-48.8pp |
| Annual return | 16.06% | 331.83%-315.8pp | 263.63%-247.6pp | 478.71%-462.6pp |
| Employer contribution / active EE | $589 | $5,298-88.9% | $4,830-87.8% | $4,838-87.8% |
| Participant deferral / active EE | $2,960 | $7,751-61.8% | $7,353-59.7% | $6,342-53.3% |
| Admin fee / account holder | $1,744 | $12,556-86.1% | $10,800-83.9% | $12,312-85.8% |