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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 | $78,655 | $202,345-61.1% | $172,755-54.5% | $152,885-48.6% |
| Participation rate | 42.9% | 87.1%-44.2pp | 82.6%-39.8pp | 82.5%-39.6pp |
| Annual return | 13.58% | 1029.77%-1016.2pp | 802.94%-789.4pp | 345.39%-331.8pp |
| Employer contribution / active EE | $658 | $5,858-88.8% | $5,144-87.2% | $4,763-86.2% |
| Participant deferral / active EE | $3,268 | $5,948-45.1% | $5,198-37.1% | $5,851-44.1% |
| Admin fee / account holder | $67,843 | $17,111+296.5% | $13,955+386.2% | $11,598+485.0% |