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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 | $53,430 | $209,888-74.5% | $189,545-71.8% | $167,553-68.1% |
| Participation rate | 60.0% | 88.7%-28.7pp | 87.8%-27.8pp | 82.1%-22.1pp |
| Annual return | 25.67% | 748.66%-723.0pp | 555.36%-529.7pp | 478.89%-453.2pp |
| Employer contribution / active EE | $1,090 | $6,915-84.2% | $6,162-82.3% | $4,840-77.5% |
| Participant deferral / active EE | $3,604 | $8,934-59.7% | $8,220-56.2% | $6,343-43.2% |
| Admin fee / account holder | $1,990 | $14,300-86.1% | $12,049-83.5% | $12,316-83.8% |