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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 | $34,132 | $202,345-83.1% | $172,755-80.2% | $152,885-77.7% |
| Participation rate | 40.0% | 87.1%-47.1pp | 82.6%-42.6pp | 82.5%-42.5pp |
| Annual return | 23.29% | 1029.77%-1006.5pp | 802.94%-779.7pp | 345.39%-322.1pp |
| Employer contribution / active EE | $1,059 | $5,858-81.9% | $5,144-79.4% | $4,763-77.8% |
| Participant deferral / active EE | $2,695 | $5,948-54.7% | $5,198-48.2% | $5,851-53.9% |
| Admin fee / account holder | $2,371 | $17,111-86.1% | $13,955-83.0% | $11,598-79.6% |