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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 | $32,049 | $202,345-84.2% | $172,755-81.4% | $152,885-79.0% |
| Participation rate | 26.3% | 87.1%-60.7pp | 82.6%-56.3pp | 82.5%-56.1pp |
| Annual return | 16.90% | 1029.77%-1012.9pp | 802.94%-786.0pp | 345.39%-328.5pp |
| Employer contribution / active EE | $1,162 | $5,858-80.2% | $5,144-77.4% | $4,763-75.6% |
| Participant deferral / active EE | $2,185 | $5,948-63.3% | $5,198-58.0% | $5,851-62.7% |
| Admin fee / account holder | $21,544 | $17,111+25.9% | $13,955+54.4% | $11,598+85.8% |