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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 | $136,597 | $202,345-32.5% | $172,755-20.9% | $152,885-10.7% |
| Participation rate | 45.5% | 87.1%-41.6pp | 82.6%-37.2pp | 82.5%-37.0pp |
| Annual return | 19.62% | 1029.77%-1010.2pp | 802.94%-783.3pp | 345.39%-325.8pp |
| Employer contribution / active EE | $1,057 | $5,858-82.0% | $5,144-79.5% | $4,763-77.8% |
| Participant deferral / active EE | $5,539 | $5,948-6.9% | $5,198+6.6% | $5,851-5.3% |
| Admin fee / account holder | $4,194 | $17,111-75.5% | $13,955-69.9% | $11,598-63.8% |