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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 | $54,309 | $202,326-73.2% | $172,745-68.6% | $152,870-64.5% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.4%-22.4pp |
| Annual return | 25.13% | 1029.72%-1004.6pp | 802.90%-777.8pp | 345.34%-320.2pp |
| Employer contribution / active EE | $392 | $5,858-93.3% | $5,144-92.4% | $4,763-91.8% |
| Participant deferral / active EE | $5,700 | $5,948-4.2% | $5,197+9.7% | $5,850-2.6% |
| Admin fee / account holder | $2,297 | $17,110-86.6% | $13,954-83.5% | $11,597-80.2% |