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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 | $152,467 | $202,345-24.6% | $172,755-11.7% | $152,885-0.3% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.5%-22.5pp |
| Annual return | 25.29% | 1029.77%-1004.5pp | 802.94%-777.7pp | 345.39%-320.1pp |
| Employer contribution / active EE | $895 | $5,858-84.7% | $5,144-82.6% | $4,763-81.2% |
| Participant deferral / active EE | $5,138 | $5,948-13.6% | $5,198-1.2% | $5,851-12.2% |
| Admin fee / account holder | $1,362 | $17,111-92.0% | $13,955-90.2% | $11,598-88.3% |