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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 | $39,674 | $198,457-80.0% | $170,435-76.7% | $147,586-73.1% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 21.04% | 257.30%-236.3pp | 205.94%-184.9pp | 578.59%-557.6pp |
| Employer contribution / active EE | $1,109 | $6,183-82.1% | $5,432-79.6% | $4,876-77.3% |
| Participant deferral / active EE | $6,705 | $5,629+19.1% | $4,939+35.7% | $5,439+23.3% |
| Admin fee / account holder | $1,936 | $16,852-88.5% | $13,881-86.1% | $10,886-82.2% |