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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 | $218,480 | $183,978+18.8% | $162,171+34.7% | $152,885+42.9% |
| Participation rate | 25.0% | 88.5%-63.5pp | 87.6%-62.6pp | 82.5%-57.5pp |
| Annual return | 18.06% | 150.78%-132.7pp | 115.60%-97.5pp | 345.39%-327.3pp |
| Employer contribution / active EE | $705 | $6,370-88.9% | $5,613-87.4% | $4,763-85.2% |
| Participant deferral / active EE | $6,250 | $8,033-22.2% | $7,297-14.3% | $5,851+6.8% |
| Admin fee / account holder | $22,610 | $13,122+72.3% | $10,843+108.5% | $11,598+94.9% |