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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 | $82,374 | $202,345-59.3% | $172,755-52.3% | $152,885-46.1% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 19.15% | 1029.77%-1010.6pp | 802.94%-783.8pp | 345.39%-326.2pp |
| Employer contribution / active EE | $1,235 | $5,858-78.9% | $5,144-76.0% | $4,763-74.1% |
| Participant deferral / active EE | $3,131 | $5,948-47.4% | $5,198-39.8% | $5,851-46.5% |
| Admin fee / account holder | $2,791 | $17,111-83.7% | $13,955-80.0% | $11,598-75.9% |