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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 | $124,207 | $202,342-38.6% | $172,753-28.1% | $152,909-18.8% |
| Participation rate | 14.3% | 87.1%-72.8pp | 82.6%-68.4pp | 82.5%-68.2pp |
| Annual return | 16.03% | 1029.88%-1013.8pp | 803.00%-787.0pp | 345.46%-329.4pp |
| Employer contribution / active EE | $857 | $5,857-85.4% | $5,144-83.3% | $4,764-82.0% |
| Participant deferral / active EE | $3,429 | $5,948-42.4% | $5,198-34.0% | $5,851-41.4% |
| Admin fee / account holder | $1,385 | $17,112-91.9% | $13,956-90.1% | $11,601-88.1% |