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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 | $14,439 | $65,434-77.9% | $98,483-85.3% | $85,847-83.2% |
| Participation rate | 57.8% | 65.0%-7.2pp | 73.3%-15.6pp | 69.3%-11.5pp |
| Annual return | 56.52% | 21.75%+34.8pp | 1494.38%-1437.9pp | 318.61%-262.1pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,228 | $3,168-29.7% | $4,276-47.9% | $3,952-43.6% |
| Admin fee / account holder | $336 | $4,595-92.7% | $5,953-94.4% | $6,261-94.6% |