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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 | $99,995-77.8% | $85,063-73.9% | $145,978-84.8% |
| Participation rate | 57.1% | 74.1%-17.0pp | 67.5%-10.4pp | 80.3%-23.1pp |
| Annual return | 984.78% | 83.99%+900.8pp | 66.54%+918.2pp | 550.52%+434.3pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,727-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,160 | $5,295-21.4% | $4,523-8.0% | $6,690-37.8% |
| Admin fee / account holder | $3,328 | $7,255-54.1% | $6,155-45.9% | $13,400-75.2% |