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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 | $78,864 | $202,326-61.0% | $172,745-54.3% | $152,870-48.4% |
| Participation rate | 62.5% | 87.1%-24.6pp | 82.6%-20.1pp | 82.4%-19.9pp |
| Annual return | 24.61% | 1029.72%-1005.1pp | 802.90%-778.3pp | 345.34%-320.7pp |
| Employer contribution / active EE | $1,232 | $5,858-79.0% | $5,144-76.0% | $4,763-74.1% |
| Participant deferral / active EE | $6,681 | $5,948+12.3% | $5,197+28.5% | $5,850+14.2% |
| Admin fee / account holder | $3,865 | $17,110-77.4% | $13,954-72.3% | $11,597-66.7% |