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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 | $74,042 | $202,342-63.4% | $172,752-57.1% | $152,897-51.6% |
| Participation rate | 61.5% | 87.1%-25.5pp | 82.6%-21.1pp | 82.5%-20.9pp |
| Annual return | 21.64% | 1029.83%-1008.2pp | 802.97%-781.3pp | 345.43%-323.8pp |
| Employer contribution / active EE | $920 | $5,858-84.3% | $5,144-82.1% | $4,764-80.7% |
| Participant deferral / active EE | $4,972 | $5,948-16.4% | $5,198-4.3% | $5,851-15.0% |
| Admin fee / account holder | $1,230 | $17,111-92.8% | $13,955-91.2% | $11,599-89.4% |