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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 | $42,068 | $202,345-79.2% | $172,755-75.6% | $152,885-72.5% |
| Participation rate | 53.3% | 87.1%-33.7pp | 82.6%-29.3pp | 82.5%-29.1pp |
| Annual return | 31.43% | 1029.77%-998.3pp | 802.94%-771.5pp | 345.39%-314.0pp |
| Employer contribution / active EE | $1,142 | $5,858-80.5% | $5,144-77.8% | $4,763-76.0% |
| Participant deferral / active EE | $2,114 | $5,948-64.5% | $5,198-59.3% | $5,851-63.9% |
| Admin fee / account holder | $1,069 | $17,111-93.8% | $13,955-92.3% | $11,598-90.8% |