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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 | $59,704 | $202,345-70.5% | $172,755-65.4% | $152,885-60.9% |
| Participation rate | 27.3% | 87.1%-59.8pp | 82.6%-55.4pp | 82.5%-55.2pp |
| Annual return | 33.23% | 1029.77%-996.5pp | 802.94%-769.7pp | 345.39%-312.2pp |
| Employer contribution / active EE | $377 | $5,858-93.6% | $5,144-92.7% | $4,763-92.1% |
| Participant deferral / active EE | $3,934 | $5,948-33.9% | $5,198-24.3% | $5,851-32.8% |
| Admin fee / account holder | $591 | $17,111-96.5% | $13,955-95.8% | $11,598-94.9% |