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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 | $158,738 | $202,342-21.5% | $172,752-8.1% | $152,897+3.8% |
| Participation rate | 25.0% | 87.1%-62.1pp | 82.6%-57.6pp | 82.5%-57.5pp |
| Annual return | 25.59% | 1029.83%-1004.2pp | 802.97%-777.4pp | 345.43%-319.8pp |
| Employer contribution / active EE | $750 | $5,858-87.2% | $5,144-85.4% | $4,764-84.3% |
| Participant deferral / active EE | $4,750 | $5,948-20.1% | $5,198-8.6% | $5,851-18.8% |
| Admin fee / account holder | $607 | $17,111-96.5% | $13,955-95.7% | $11,599-94.8% |