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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 | $57,461 | $202,342-71.6% | $172,753-66.7% | $152,909-62.4% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 21.11% | 1029.88%-1008.8pp | 803.00%-781.9pp | 345.46%-324.4pp |
| Employer contribution / active EE | $909 | $5,857-84.5% | $5,144-82.3% | $4,764-80.9% |
| Participant deferral / active EE | $4,264 | $5,948-28.3% | $5,198-18.0% | $5,851-27.1% |
| Admin fee / account holder | $16,864 | $17,112-1.4% | $13,956+20.8% | $11,601+45.4% |