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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 | $106,615 | $202,345-47.3% | $172,755-38.3% | $152,885-30.3% |
| Participation rate | 37.5% | 87.1%-49.6pp | 82.6%-45.1pp | 82.5%-45.0pp |
| Annual return | 20.81% | 1029.77%-1009.0pp | 802.94%-782.1pp | 345.39%-324.6pp |
| Employer contribution / active EE | $1,099 | $5,858-81.2% | $5,144-78.6% | $4,763-76.9% |
| Participant deferral / active EE | $6,441 | $5,948+8.3% | $5,198+23.9% | $5,851+10.1% |
| Admin fee / account holder | $1,163 | $17,111-93.2% | $13,955-91.7% | $11,598-90.0% |