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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 | $97,213 | $202,342-52.0% | $172,752-43.7% | $152,897-36.4% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 21.07% | 1029.83%-1008.8pp | 802.97%-781.9pp | 345.43%-324.4pp |
| Employer contribution / active EE | $829 | $5,858-85.8% | $5,144-83.9% | $4,764-82.6% |
| Participant deferral / active EE | $4,594 | $5,948-22.8% | $5,198-11.6% | $5,851-21.5% |
| Admin fee / account holder | $1,305 | $17,111-92.4% | $13,955-90.6% | $11,599-88.7% |