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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 | $98,166 | $202,345-51.5% | $172,755-43.2% | $152,885-35.8% |
| Participation rate | 42.9% | 87.1%-44.2pp | 82.6%-39.8pp | 82.5%-39.6pp |
| Annual return | 22.69% | 1029.77%-1007.1pp | 802.94%-780.3pp | 345.39%-322.7pp |
| Employer contribution / active EE | $116 | $5,858-98.0% | $5,144-97.7% | $4,763-97.6% |
| Participant deferral / active EE | $2,295 | $5,948-61.4% | $5,198-55.8% | $5,851-60.8% |
| Admin fee / account holder | $484 | $17,111-97.2% | $13,955-96.5% | $11,598-95.8% |