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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 | $81,712 | $41,151+98.6% | $80,648+1.3% | $71,529+14.2% |
| Participation rate | 55.0% | 50.2%+4.8pp | 67.0%-12.0pp | 67.9%-12.9pp |
| Annual return | 287.04% | 38.49%+248.5pp | 937.21%-650.2pp | 28.97%+258.1pp |
| Employer contribution / active EE | $0 | $1,513-100.0% | $2,724-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $4,169 | $2,700+54.4% | $4,443-6.2% | $4,291-2.9% |
| Admin fee / account holder | $942 | $1,842-48.9% | $5,382-82.5% | $1,588-40.7% |