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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 | $205,632 | $159,934+28.6% | $147,005+39.9% | $145,959+40.9% |
| Participation rate | 16.7% | 84.0%-67.3pp | 82.2%-65.5pp | 80.3%-63.6pp |
| Annual return | 14.19% | 98.24%-84.0pp | 418.76%-404.6pp | 561.95%-547.8pp |
| Employer contribution / active EE | $600 | $5,287-88.7% | $4,934-87.8% | $4,661-87.1% |
| Participant deferral / active EE | $3,000 | $8,427-64.4% | $8,070-62.8% | $6,689-55.1% |
| Admin fee / account holder | $857 | $15,053-94.3% | $13,006-93.4% | $13,398-93.6% |