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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 | $123,947 | $202,342-38.7% | $172,752-28.3% | $152,897-18.9% |
| Participation rate | 27.3% | 87.1%-59.8pp | 82.6%-55.4pp | 82.5%-55.2pp |
| Annual return | 21.68% | 1029.83%-1008.1pp | 802.97%-781.3pp | 345.43%-323.8pp |
| Employer contribution / active EE | $494 | $5,858-91.6% | $5,144-90.4% | $4,764-89.6% |
| Participant deferral / active EE | $3,371 | $5,948-43.3% | $5,198-35.1% | $5,851-42.4% |
| Admin fee / account holder | $3,633 | $17,111-78.8% | $13,955-74.0% | $11,599-68.7% |