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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 | $33,431 | $202,342-83.5% | $172,752-80.6% | $152,897-78.1% |
| Participation rate | 27.3% | 87.1%-59.8pp | 82.6%-55.4pp | 82.5%-55.2pp |
| Annual return | 17.54% | 1029.83%-1012.3pp | 802.97%-785.4pp | 345.43%-327.9pp |
| Employer contribution / active EE | $186 | $5,858-96.8% | $5,144-96.4% | $4,764-96.1% |
| Participant deferral / active EE | $2,146 | $5,948-63.9% | $5,198-58.7% | $5,851-63.3% |
| Admin fee / account holder | $5,595 | $17,111-67.3% | $13,955-59.9% | $11,599-51.8% |