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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 | $114,570 | $202,342-43.4% | $172,752-33.7% | $152,897-25.1% |
| Participation rate | 63.6% | 87.1%-23.4pp | 82.6%-19.0pp | 82.5%-18.8pp |
| Annual return | 32.33% | 1029.83%-997.5pp | 802.97%-770.6pp | 345.43%-313.1pp |
| Employer contribution / active EE | $985 | $5,858-83.2% | $5,144-80.8% | $4,764-79.3% |
| Participant deferral / active EE | $3,526 | $5,948-40.7% | $5,198-32.2% | $5,851-39.7% |
| Admin fee / account holder | $456 | $17,111-97.3% | $13,955-96.7% | $11,599-96.1% |