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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 | $118,320 | $202,342-41.5% | $172,753-31.5% | $152,909-22.6% |
| Participation rate | 12.5% | 87.1%-74.6pp | 82.6%-70.1pp | 82.5%-70.0pp |
| Annual return | 20.62% | 1029.88%-1009.3pp | 803.00%-782.4pp | 345.46%-324.8pp |
| Employer contribution / active EE | $167 | $5,857-97.1% | $5,144-96.7% | $4,764-96.5% |
| Participant deferral / active EE | $3,409 | $5,948-42.7% | $5,198-34.4% | $5,851-41.7% |
| Admin fee / account holder | $7,475 | $17,112-56.3% | $13,956-46.4% | $11,601-35.6% |