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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 | $34,440 | $202,342-83.0% | $172,752-80.1% | $152,897-77.5% |
| Participation rate | 31.3% | 87.1%-55.8pp | 82.6%-51.4pp | 82.5%-51.2pp |
| Annual return | 42.55% | 1029.83%-987.3pp | 802.97%-760.4pp | 345.43%-302.9pp |
| Employer contribution / active EE | $329 | $5,858-94.4% | $5,144-93.6% | $4,764-93.1% |
| Participant deferral / active EE | $2,547 | $5,948-57.2% | $5,198-51.0% | $5,851-56.5% |
| Admin fee / account holder | $2,031 | $17,111-88.1% | $13,955-85.4% | $11,599-82.5% |