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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 | $145,404 | $202,342-28.1% | $172,752-15.8% | $152,897-4.9% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 25.87% | 1029.83%-1004.0pp | 802.97%-777.1pp | 345.43%-319.6pp |
| Employer contribution / active EE | $866 | $5,858-85.2% | $5,144-83.2% | $4,764-81.8% |
| Participant deferral / active EE | $4,672 | $5,948-21.5% | $5,198-10.1% | $5,851-20.2% |
| Admin fee / account holder | $351 | $17,111-98.0% | $13,955-97.5% | $11,599-97.0% |