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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 | $41,195 | $202,345-79.6% | $172,755-76.2% | $152,885-73.1% |
| Participation rate | 57.1% | 87.1%-29.9pp | 82.6%-25.5pp | 82.5%-25.3pp |
| Annual return | 22.61% | 1029.77%-1007.2pp | 802.94%-780.3pp | 345.39%-322.8pp |
| Employer contribution / active EE | $981 | $5,858-83.3% | $5,144-80.9% | $4,763-79.4% |
| Participant deferral / active EE | $6,463 | $5,948+8.7% | $5,198+24.4% | $5,851+10.5% |
| Admin fee / account holder | $452 | $17,111-97.4% | $13,955-96.8% | $11,598-96.1% |