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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 | $48,507 | $202,342-76.0% | $172,753-71.9% | $152,909-68.3% |
| Participation rate | 33.3% | 87.1%-53.7pp | 82.6%-49.3pp | 82.5%-49.1pp |
| Annual return | 26.91% | 1029.88%-1003.0pp | 803.00%-776.1pp | 345.46%-318.6pp |
| Employer contribution / active EE | $988 | $5,857-83.1% | $5,144-80.8% | $4,764-79.3% |
| Participant deferral / active EE | $4,611 | $5,948-22.5% | $5,198-11.3% | $5,851-21.2% |
| Admin fee / account holder | $1,065 | $17,112-93.8% | $13,956-92.4% | $11,601-90.8% |