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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 | $152,269 | $202,342-24.7% | $172,753-11.9% | $152,909-0.4% |
| Participation rate | 56.3% | 87.1%-30.8pp | 82.6%-26.4pp | 82.5%-26.2pp |
| Annual return | 20.95% | 1029.88%-1008.9pp | 803.00%-782.0pp | 345.46%-324.5pp |
| Employer contribution / active EE | $792 | $5,857-86.5% | $5,144-84.6% | $4,764-83.4% |
| Participant deferral / active EE | $7,921 | $5,948+33.2% | $5,198+52.4% | $5,851+35.4% |
| Admin fee / account holder | $20,941 | $17,112+22.4% | $13,956+50.1% | $11,601+80.5% |