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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 | $99,575 | $202,342-50.8% | $172,752-42.4% | $152,897-34.9% |
| Participation rate | 11.1% | 87.1%-75.9pp | 82.6%-71.5pp | 82.5%-71.3pp |
| Annual return | 25.16% | 1029.83%-1004.7pp | 802.97%-777.8pp | 345.43%-320.3pp |
| Employer contribution / active EE | $718 | $5,858-87.7% | $5,144-86.0% | $4,764-84.9% |
| Participant deferral / active EE | $2,111 | $5,948-64.5% | $5,198-59.4% | $5,851-63.9% |
| Admin fee / account holder | $670 | $17,111-96.1% | $13,955-95.2% | $11,599-94.2% |