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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 | $137,023 | $202,345-32.3% | $172,755-20.7% | $152,885-10.4% |
| Participation rate | 25.0% | 87.1%-62.1pp | 82.6%-57.6pp | 82.5%-57.5pp |
| Annual return | 19.14% | 1029.77%-1010.6pp | 802.94%-783.8pp | 345.39%-326.3pp |
| Employer contribution / active EE | $680 | $5,858-88.4% | $5,144-86.8% | $4,763-85.7% |
| Participant deferral / active EE | $4,750 | $5,948-20.1% | $5,198-8.6% | $5,851-18.8% |
| Admin fee / account holder | $32,860 | $17,111+92.0% | $13,955+135.5% | $11,598+183.3% |