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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 | $112,605 | $202,345-44.4% | $172,755-34.8% | $152,885-26.3% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 22.00% | 1029.77%-1007.8pp | 802.94%-780.9pp | 345.39%-323.4pp |
| Employer contribution / active EE | $1,151 | $5,858-80.4% | $5,144-77.6% | $4,763-75.8% |
| Participant deferral / active EE | $2,697 | $5,948-54.7% | $5,198-48.1% | $5,851-53.9% |
| Admin fee / account holder | $961 | $17,111-94.4% | $13,955-93.1% | $11,598-91.7% |