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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 | $95,382 | $202,342-52.9% | $172,752-44.8% | $152,897-37.6% |
| Participation rate | 42.9% | 87.1%-44.2pp | 82.6%-39.8pp | 82.5%-39.6pp |
| Annual return | 23.36% | 1029.83%-1006.5pp | 802.97%-779.6pp | 345.43%-322.1pp |
| Employer contribution / active EE | $1,160 | $5,858-80.2% | $5,144-77.4% | $4,764-75.6% |
| Participant deferral / active EE | $2,245 | $5,948-62.3% | $5,198-56.8% | $5,851-61.6% |
| Admin fee / account holder | $1,143 | $17,111-93.3% | $13,955-91.8% | $11,599-90.1% |