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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 | $66,388 | $202,342-67.2% | $172,753-61.6% | $152,909-56.6% |
| Participation rate | 63.2% | 87.1%-23.9pp | 82.6%-19.5pp | 82.5%-19.3pp |
| Annual return | 21.23% | 1029.88%-1008.6pp | 803.00%-781.8pp | 345.46%-324.2pp |
| Employer contribution / active EE | $231 | $5,857-96.1% | $5,144-95.5% | $4,764-95.1% |
| Participant deferral / active EE | $2,429 | $5,948-59.2% | $5,198-53.3% | $5,851-58.5% |
| Admin fee / account holder | $2,858 | $17,112-83.3% | $13,956-79.5% | $11,601-75.4% |