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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 | $38,879 | $202,345-80.8% | $172,755-77.5% | $152,885-74.6% |
| Participation rate | 69.6% | 87.1%-17.5pp | 82.6%-13.1pp | 82.5%-12.9pp |
| Annual return | 16.33% | 1029.77%-1013.4pp | 802.94%-786.6pp | 345.39%-329.1pp |
| Employer contribution / active EE | $870 | $5,858-85.1% | $5,144-83.1% | $4,763-81.7% |
| Participant deferral / active EE | $2,255 | $5,948-62.1% | $5,198-56.6% | $5,851-61.5% |
| Admin fee / account holder | $7,565 | $17,111-55.8% | $13,955-45.8% | $11,598-34.8% |