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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 | $147,424 | $202,342-27.1% | $172,753-14.7% | $152,909-3.6% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 26.69% | 1029.88%-1003.2pp | 803.00%-776.3pp | 345.46%-318.8pp |
| Employer contribution / active EE | $464 | $5,857-92.1% | $5,144-91.0% | $4,764-90.3% |
| Participant deferral / active EE | $2,348 | $5,948-60.5% | $5,198-54.8% | $5,851-59.9% |
| Admin fee / account holder | $415 | $17,112-97.6% | $13,956-97.0% | $11,601-96.4% |