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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 | $22,180 | $100,073-77.8% | $85,126-73.9% | $145,877-84.8% |
| Participation rate | 57.1% | 74.1%-17.0pp | 67.5%-10.4pp | 80.3%-23.2pp |
| Annual return | 984.78% | 84.11%+900.7pp | 66.63%+918.1pp | 551.28%+433.5pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,731-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,160 | $5,294-21.4% | $4,523-8.0% | $6,691-37.8% |
| Admin fee / account holder | $3,328 | $7,261-54.2% | $6,160-46.0% | $13,402-75.2% |