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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 | $80,835 | $202,342-60.1% | $172,753-53.2% | $152,909-47.1% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 17.82% | 1029.88%-1012.1pp | 803.00%-785.2pp | 345.46%-327.6pp |
| Employer contribution / active EE | $518 | $5,857-91.2% | $5,144-89.9% | $4,764-89.1% |
| Participant deferral / active EE | $3,684 | $5,948-38.1% | $5,198-29.1% | $5,851-37.0% |
| Admin fee / account holder | $447 | $17,112-97.4% | $13,956-96.8% | $11,601-96.1% |