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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 | $44,372 | $209,425-78.8% | $178,499-75.1% | $158,966-72.1% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 18.66% | 188.80%-170.1pp | 151.10%-132.4pp | 302.95%-284.3pp |
| Employer contribution / active EE | $1,033 | $5,707-81.9% | $5,011-79.4% | $4,762-78.3% |
| Participant deferral / active EE | $6,552 | $5,955+10.0% | $5,202+25.9% | $5,983+9.5% |
| Admin fee / account holder | $1,028 | $17,078-94.0% | $13,986-92.7% | $11,250-90.9% |