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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 | $101,435 | $202,345-49.9% | $172,755-41.3% | $152,885-33.7% |
| Participation rate | 69.2% | 87.1%-17.8pp | 82.6%-13.4pp | 82.5%-13.2pp |
| Annual return | 18.62% | 1029.77%-1011.2pp | 802.94%-784.3pp | 345.39%-326.8pp |
| Employer contribution / active EE | $1,205 | $5,858-79.4% | $5,144-76.6% | $4,763-74.7% |
| Participant deferral / active EE | $2,123 | $5,948-64.3% | $5,198-59.1% | $5,851-63.7% |
| Admin fee / account holder | $7,290 | $17,111-57.4% | $13,955-47.8% | $11,598-37.1% |