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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 | $111,872 | $202,342-44.7% | $172,752-35.2% | $152,897-26.8% |
| Participation rate | 47.8% | 87.1%-39.2pp | 82.6%-34.8pp | 82.5%-34.6pp |
| Annual return | 21.82% | 1029.83%-1008.0pp | 802.97%-781.2pp | 345.43%-323.6pp |
| Employer contribution / active EE | $1,040 | $5,858-82.3% | $5,144-79.8% | $4,764-78.2% |
| Participant deferral / active EE | $3,851 | $5,948-35.3% | $5,198-25.9% | $5,851-34.2% |
| Admin fee / account holder | $10,852 | $17,111-36.6% | $13,955-22.2% | $11,599-6.4% |