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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 | $49,327 | $202,326-75.6% | $172,745-71.4% | $152,870-67.7% |
| Participation rate | 37.5% | 87.1%-49.6pp | 82.6%-45.1pp | 82.4%-44.9pp |
| Annual return | 20.05% | 1029.72%-1009.7pp | 802.90%-782.9pp | 345.34%-325.3pp |
| Employer contribution / active EE | $1,124 | $5,858-80.8% | $5,144-78.2% | $4,763-76.4% |
| Participant deferral / active EE | $2,170 | $5,948-63.5% | $5,197-58.3% | $5,850-62.9% |
| Admin fee / account holder | $322 | $17,110-98.1% | $13,954-97.7% | $11,597-97.2% |