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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 | $138,134 | $202,342-31.7% | $172,752-20.0% | $152,897-9.7% |
| Participation rate | 69.2% | 87.1%-17.8pp | 82.6%-13.4pp | 82.5%-13.2pp |
| Annual return | 21.59% | 1029.83%-1008.2pp | 802.97%-781.4pp | 345.43%-323.8pp |
| Employer contribution / active EE | $981 | $5,858-83.3% | $5,144-80.9% | $4,764-79.4% |
| Participant deferral / active EE | $3,345 | $5,948-43.8% | $5,198-35.6% | $5,851-42.8% |
| Admin fee / account holder | $4,950 | $17,111-71.1% | $13,955-64.5% | $11,599-57.3% |