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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 | $163,077 | $202,342-19.4% | $172,752-5.6% | $152,897+6.7% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 23.41% | 1029.83%-1006.4pp | 802.97%-779.6pp | 345.43%-322.0pp |
| Employer contribution / active EE | $826 | $5,858-85.9% | $5,144-83.9% | $4,764-82.7% |
| Participant deferral / active EE | $3,427 | $5,948-42.4% | $5,198-34.1% | $5,851-41.4% |
| Admin fee / account holder | $329 | $17,111-98.1% | $13,955-97.6% | $11,599-97.2% |