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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 | $84,296 | $171,867-51.0% | $149,721-43.7% | $147,586-42.9% |
| Participation rate | 60.0% | 88.2%-28.2pp | 87.1%-27.1pp | 82.8%-22.8pp |
| Annual return | 19.68% | 2113.36%-2093.7pp | 1501.67%-1482.0pp | 578.59%-558.9pp |
| Employer contribution / active EE | $642 | $6,275-89.8% | $5,444-88.2% | $4,876-86.8% |
| Participant deferral / active EE | $2,771 | $7,270-61.9% | $6,568-57.8% | $5,439-49.0% |
| Admin fee / account holder | $791 | $13,799-94.3% | $11,282-93.0% | $10,886-92.7% |