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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 | $34,999 | $202,342-82.7% | $172,753-79.7% | $152,909-77.1% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 26.01% | 1029.88%-1003.9pp | 803.00%-777.0pp | 345.46%-319.5pp |
| Employer contribution / active EE | $885 | $5,857-84.9% | $5,144-82.8% | $4,764-81.4% |
| Participant deferral / active EE | $4,822 | $5,948-18.9% | $5,198-7.2% | $5,851-17.6% |
| Admin fee / account holder | $695 | $17,112-95.9% | $13,956-95.0% | $11,601-94.0% |