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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 | $176,105+41.5% | $159,474+56.2% | $167,536+48.7% |
| Participation rate | 33.3% | 85.0%-51.6pp | 82.8%-49.5pp | 82.1%-48.8pp |
| Annual return | 16.06% | 331.91%-315.9pp | 263.68%-247.6pp | 478.82%-462.8pp |
| Employer contribution / active EE | $589 | $5,299-88.9% | $4,831-87.8% | $4,839-87.8% |
| Participant deferral / active EE | $2,960 | $7,751-61.8% | $7,353-59.7% | $6,342-53.3% |
| Admin fee / account holder | $1,744 | $12,559-86.1% | $10,802-83.9% | $12,315-85.8% |