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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 | $67,477 | $202,342-66.7% | $172,752-60.9% | $152,897-55.9% |
| Participation rate | 37.5% | 87.1%-49.6pp | 82.6%-45.1pp | 82.5%-45.0pp |
| Annual return | 18.44% | 1029.83%-1011.4pp | 802.97%-784.5pp | 345.43%-327.0pp |
| Employer contribution / active EE | $535 | $5,858-90.9% | $5,144-89.6% | $4,764-88.8% |
| Participant deferral / active EE | $2,107 | $5,948-64.6% | $5,198-59.5% | $5,851-64.0% |
| Admin fee / account holder | $2,237 | $17,111-86.9% | $13,955-84.0% | $11,599-80.7% |