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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 | $63,126 | $202,345-68.8% | $172,755-63.5% | $152,885-58.7% |
| Participation rate | 28.6% | 87.1%-58.5pp | 82.6%-54.1pp | 82.5%-53.9pp |
| Annual return | 13.43% | 1029.77%-1016.3pp | 802.94%-789.5pp | 345.39%-332.0pp |
| Employer contribution / active EE | $898 | $5,858-84.7% | $5,144-82.6% | $4,763-81.2% |
| Participant deferral / active EE | $3,189 | $5,948-46.4% | $5,198-38.6% | $5,851-45.5% |
| Admin fee / account holder | $7,380 | $17,111-56.9% | $13,955-47.1% | $11,598-36.4% |