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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 | $31,391 | $202,342-84.5% | $172,752-81.8% | $152,897-79.5% |
| Participation rate | 44.4% | 87.1%-42.6pp | 82.6%-38.2pp | 82.5%-38.0pp |
| Annual return | 17.23% | 1029.83%-1012.6pp | 802.97%-785.7pp | 345.43%-328.2pp |
| Employer contribution / active EE | $1,131 | $5,858-80.7% | $5,144-78.0% | $4,764-76.3% |
| Participant deferral / active EE | $2,586 | $5,948-56.5% | $5,198-50.3% | $5,851-55.8% |
| Admin fee / account holder | $1,378 | $17,111-91.9% | $13,955-90.1% | $11,599-88.1% |