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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 | $209,405-76.7% | $178,486-72.6% | $158,931-69.2% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 14.63% | 188.77%-174.1pp | 151.08%-136.5pp | 302.86%-288.2pp |
| Employer contribution / active EE | $476 | $5,707-91.7% | $5,011-90.5% | $4,761-90.0% |
| Participant deferral / active EE | $2,521 | $5,954-57.7% | $5,202-51.5% | $5,982-57.9% |
| Admin fee / account holder | $2,796 | $17,076-83.6% | $13,985-80.0% | $11,247-75.1% |