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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 | $65,452 | $202,342-67.7% | $172,753-62.1% | $152,909-57.2% |
| Participation rate | 37.5% | 87.1%-49.6pp | 82.6%-45.1pp | 82.5%-45.0pp |
| Annual return | 19.24% | 1029.88%-1010.6pp | 803.00%-783.8pp | 345.46%-326.2pp |
| Employer contribution / active EE | $983 | $5,857-83.2% | $5,144-80.9% | $4,764-79.4% |
| Participant deferral / active EE | $3,125 | $5,948-47.5% | $5,198-39.9% | $5,851-46.6% |
| Admin fee / account holder | $453 | $17,112-97.4% | $13,956-96.8% | $11,601-96.1% |