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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 | $41,722 | $202,345-79.4% | $172,755-75.8% | $152,885-72.7% |
| Participation rate | 5.9% | 87.1%-81.2pp | 82.6%-76.8pp | 82.5%-76.6pp |
| Annual return | 13.95% | 1029.77%-1015.8pp | 802.94%-789.0pp | 345.39%-331.4pp |
| Employer contribution / active EE | $847 | $5,858-85.5% | $5,144-83.5% | $4,763-82.2% |
| Participant deferral / active EE | $5,046 | $5,948-15.2% | $5,198-2.9% | $5,851-13.7% |
| Admin fee / account holder | $6,335 | $17,111-63.0% | $13,955-54.6% | $11,598-45.4% |