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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 | $49,011 | $209,422-76.6% | $178,503-72.5% | $158,982-69.2% |
| Participation rate | 40.0% | 86.4%-46.4pp | 81.9%-41.9pp | 82.0%-42.0pp |
| Annual return | 20.96% | 188.81%-167.9pp | 151.12%-130.2pp | 302.99%-282.0pp |
| Employer contribution / active EE | $567 | $5,707-90.1% | $5,011-88.7% | $4,763-88.1% |
| Participant deferral / active EE | $2,846 | $5,955-52.2% | $5,202-45.3% | $5,983-52.4% |
| Admin fee / account holder | $2,778 | $17,079-83.7% | $13,987-80.1% | $11,252-75.3% |