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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 | $100,846 | $202,342-50.2% | $172,752-41.6% | $152,897-34.0% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 18.80% | 1029.83%-1011.0pp | 802.97%-784.2pp | 345.43%-326.6pp |
| Employer contribution / active EE | $942 | $5,858-83.9% | $5,144-81.7% | $4,764-80.2% |
| Participant deferral / active EE | $4,317 | $5,948-27.4% | $5,198-16.9% | $5,851-26.2% |
| Admin fee / account holder | $697 | $17,111-95.9% | $13,955-95.0% | $11,599-94.0% |