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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 | $34,749 | $209,425-83.4% | $178,499-80.5% | $158,966-78.1% |
| Participation rate | 58.3% | 86.4%-28.0pp | 81.9%-23.6pp | 82.0%-23.6pp |
| Annual return | 23.71% | 188.80%-165.1pp | 151.10%-127.4pp | 302.95%-279.2pp |
| Employer contribution / active EE | $1,139 | $5,707-80.0% | $5,011-77.3% | $4,762-76.1% |
| Participant deferral / active EE | $4,649 | $5,955-21.9% | $5,202-10.6% | $5,983-22.3% |
| Admin fee / account holder | $492 | $17,078-97.1% | $13,986-96.5% | $11,250-95.6% |