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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 | $48,881 | $209,422-76.7% | $178,503-72.6% | $158,982-69.3% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 14.63% | 188.81%-174.2pp | 151.12%-136.5pp | 302.99%-288.4pp |
| Employer contribution / active EE | $476 | $5,707-91.7% | $5,011-90.5% | $4,763-90.0% |
| Participant deferral / active EE | $2,521 | $5,955-57.7% | $5,202-51.5% | $5,983-57.9% |
| Admin fee / account holder | $2,796 | $17,079-83.6% | $13,987-80.0% | $11,252-75.2% |