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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 | $35,050 | $202,345-82.7% | $172,755-79.7% | $152,885-77.1% |
| Participation rate | 57.1% | 87.1%-29.9pp | 82.6%-25.5pp | 82.5%-25.3pp |
| Annual return | 39.09% | 1029.77%-990.7pp | 802.94%-763.9pp | 345.39%-306.3pp |
| Employer contribution / active EE | $805 | $5,858-86.3% | $5,144-84.4% | $4,763-83.1% |
| Participant deferral / active EE | $3,617 | $5,948-39.2% | $5,198-30.4% | $5,851-38.2% |
| Admin fee / account holder | $484 | $17,111-97.2% | $13,955-96.5% | $11,598-95.8% |