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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 | $59,220 | $198,457-70.2% | $170,435-65.3% | $147,586-59.9% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 22.52% | 257.30%-234.8pp | 205.94%-183.4pp | 578.59%-556.1pp |
| Employer contribution / active EE | $1,247 | $6,183-79.8% | $5,432-77.0% | $4,876-74.4% |
| Participant deferral / active EE | $3,383 | $5,629-39.9% | $4,939-31.5% | $5,439-37.8% |
| Admin fee / account holder | $491 | $16,852-97.1% | $13,881-96.5% | $10,886-95.5% |