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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 | $122,857 | $202,342-39.3% | $172,753-28.9% | $152,909-19.7% |
| Participation rate | 57.1% | 87.1%-29.9pp | 82.6%-25.5pp | 82.5%-25.3pp |
| Annual return | 27.46% | 1029.88%-1002.4pp | 803.00%-775.5pp | 345.46%-318.0pp |
| Employer contribution / active EE | $1,183 | $5,857-79.8% | $5,144-77.0% | $4,764-75.2% |
| Participant deferral / active EE | $3,051 | $5,948-48.7% | $5,198-41.3% | $5,851-47.9% |
| Admin fee / account holder | $427 | $17,112-97.5% | $13,956-96.9% | $11,601-96.3% |