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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 | $54,847 | $202,342-72.9% | $172,753-68.3% | $152,909-64.1% |
| Participation rate | 36.8% | 87.1%-50.2pp | 82.6%-45.8pp | 82.5%-45.6pp |
| Annual return | 67.48% | 1029.88%-962.4pp | 803.00%-735.5pp | 345.46%-278.0pp |
| Employer contribution / active EE | $532 | $5,857-90.9% | $5,144-89.7% | $4,764-88.8% |
| Participant deferral / active EE | $5,035 | $5,948-15.3% | $5,198-3.1% | $5,851-13.9% |
| Admin fee / account holder | $1,498 | $17,112-91.2% | $13,956-89.3% | $11,601-87.1% |