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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 | $126,656 | $202,342-37.4% | $172,753-26.7% | $152,909-17.2% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 24.27% | 1029.88%-1005.6pp | 803.00%-778.7pp | 345.46%-321.2pp |
| Employer contribution / active EE | $1,067 | $5,857-81.8% | $5,144-79.3% | $4,764-77.6% |
| Participant deferral / active EE | $4,763 | $5,948-19.9% | $5,198-8.4% | $5,851-18.6% |
| Admin fee / account holder | $579 | $17,112-96.6% | $13,956-95.9% | $11,601-95.0% |