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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 | $202,345-76.0% | $172,755-71.9% | $152,885-68.3% |
| Participation rate | 33.3% | 87.1%-53.7pp | 82.6%-49.3pp | 82.5%-49.1pp |
| Annual return | 26.91% | 1029.77%-1002.9pp | 802.94%-776.0pp | 345.39%-318.5pp |
| Employer contribution / active EE | $988 | $5,858-83.1% | $5,144-80.8% | $4,763-79.3% |
| Participant deferral / active EE | $4,611 | $5,948-22.5% | $5,198-11.3% | $5,851-21.2% |
| Admin fee / account holder | $1,065 | $17,111-93.8% | $13,955-92.4% | $11,598-90.8% |