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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 | $31,706 | $202,345-84.3% | $172,755-81.6% | $152,885-79.3% |
| Participation rate | 56.3% | 87.1%-30.8pp | 82.6%-26.4pp | 82.5%-26.2pp |
| Annual return | 64.87% | 1029.77%-964.9pp | 802.94%-738.1pp | 345.39%-280.5pp |
| Employer contribution / active EE | $1,145 | $5,858-80.5% | $5,144-77.7% | $4,763-76.0% |
| Participant deferral / active EE | $2,842 | $5,948-52.2% | $5,198-45.3% | $5,851-51.4% |
| Admin fee / account holder | $14,383 | $17,111-15.9% | $13,955+3.1% | $11,598+24.0% |