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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 | $39,944 | $202,345-80.3% | $172,755-76.9% | $152,885-73.9% |
| Participation rate | 39.1% | 87.1%-47.9pp | 82.6%-43.5pp | 82.5%-43.3pp |
| Annual return | 21.22% | 1029.77%-1008.6pp | 802.94%-781.7pp | 345.39%-324.2pp |
| Employer contribution / active EE | $600 | $5,858-89.8% | $5,144-88.3% | $4,763-87.4% |
| Participant deferral / active EE | $2,346 | $5,948-60.6% | $5,198-54.9% | $5,851-59.9% |
| Admin fee / account holder | $4,159 | $17,111-75.7% | $13,955-70.2% | $11,598-64.1% |