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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 | $117,276 | $202,345-42.0% | $172,755-32.1% | $152,885-23.3% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.5%-22.5pp |
| Annual return | 13.33% | 1029.77%-1016.4pp | 802.94%-789.6pp | 345.39%-332.1pp |
| Employer contribution / active EE | $178 | $5,858-97.0% | $5,144-96.5% | $4,763-96.3% |
| Participant deferral / active EE | $2,344 | $5,948-60.6% | $5,198-54.9% | $5,851-59.9% |
| Admin fee / account holder | $3,570 | $17,111-79.1% | $13,955-74.4% | $11,598-69.2% |