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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 | $72,432 | $202,342-64.2% | $172,753-58.1% | $152,909-52.6% |
| Participation rate | 40.0% | 87.1%-47.1pp | 82.6%-42.6pp | 82.5%-42.5pp |
| Annual return | 22.21% | 1029.88%-1007.7pp | 803.00%-780.8pp | 345.46%-323.3pp |
| Employer contribution / active EE | $1,153 | $5,857-80.3% | $5,144-77.6% | $4,764-75.8% |
| Participant deferral / active EE | $4,291 | $5,948-27.9% | $5,198-17.4% | $5,851-26.7% |
| Admin fee / account holder | $582 | $17,112-96.6% | $13,956-95.8% | $11,601-95.0% |