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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 | $77,107 | $202,342-61.9% | $172,752-55.4% | $152,897-49.6% |
| Participation rate | 68.8% | 87.1%-18.3pp | 82.6%-13.9pp | 82.5%-13.7pp |
| Annual return | 15.77% | 1029.83%-1014.1pp | 802.97%-787.2pp | 345.43%-329.7pp |
| Employer contribution / active EE | $1,191 | $5,858-79.7% | $5,144-76.8% | $4,764-75.0% |
| Participant deferral / active EE | $2,574 | $5,948-56.7% | $5,198-50.5% | $5,851-56.0% |
| Admin fee / account holder | $19,208 | $17,111+12.3% | $13,955+37.6% | $11,599+65.6% |