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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 | $216,026 | $171,867+25.7% | $149,721+44.3% | $147,586+46.4% |
| Participation rate | 57.1% | 88.2%-31.0pp | 87.1%-29.9pp | 82.8%-25.7pp |
| Annual return | 22.77% | 2113.36%-2090.6pp | 1501.67%-1478.9pp | 578.59%-555.8pp |
| Employer contribution / active EE | $1,325 | $6,275-78.9% | $5,444-75.7% | $4,876-72.8% |
| Participant deferral / active EE | $2,893 | $7,270-60.2% | $6,568-56.0% | $5,439-46.8% |
| Admin fee / account holder | $853 | $13,799-93.8% | $11,282-92.4% | $10,886-92.2% |