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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 | $54,865 | $176,077-68.8% | $159,455-65.6% | $167,518-67.2% |
| Participation rate | 33.3% | 84.9%-51.6pp | 82.8%-49.5pp | 82.1%-48.8pp |
| Annual return | 16.60% | 331.83%-315.2pp | 263.63%-247.0pp | 478.71%-462.1pp |
| Employer contribution / active EE | $555 | $5,298-89.5% | $4,830-88.5% | $4,838-88.5% |
| Participant deferral / active EE | $2,833 | $7,751-63.4% | $7,353-61.5% | $6,342-55.3% |
| Admin fee / account holder | $989 | $12,556-92.1% | $10,800-90.8% | $12,312-92.0% |