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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 | $52,088 | $209,874-75.2% | $189,537-72.5% | $167,536-68.9% |
| Participation rate | 50.0% | 88.7%-38.7pp | 87.8%-37.8pp | 82.1%-32.1pp |
| Annual return | 14.20% | 748.61%-734.4pp | 555.34%-541.1pp | 478.82%-464.6pp |
| Employer contribution / active EE | $410 | $6,913-94.1% | $6,161-93.3% | $4,839-91.5% |
| Participant deferral / active EE | $6,163 | $8,934-31.0% | $8,220-25.0% | $6,342-2.8% |
| Admin fee / account holder | $537 | $14,299-96.2% | $12,048-95.5% | $12,315-95.6% |