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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 | $51,647 | $209,422-75.3% | $178,503-71.1% | $158,982-67.5% |
| Participation rate | 55.0% | 86.4%-31.4pp | 81.9%-26.9pp | 82.0%-27.0pp |
| Annual return | 26.34% | 188.81%-162.5pp | 151.12%-124.8pp | 302.99%-276.6pp |
| Employer contribution / active EE | $1,012 | $5,707-82.3% | $5,011-79.8% | $4,763-78.8% |
| Participant deferral / active EE | $2,334 | $5,955-60.8% | $5,202-55.1% | $5,983-61.0% |
| Admin fee / account holder | $1,085 | $17,079-93.6% | $13,987-92.2% | $11,252-90.4% |