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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 | $39,031 | $169,361-77.0% | $129,397-69.8% | $145,877-73.2% |
| Participation rate | 66.7% | 76.5%-9.8pp | 69.6%-3.0pp | 80.3%-13.6pp |
| Annual return | 100.81% | 14395.54%-14294.7pp | 9453.98%-9353.2pp | 551.28%-450.5pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,154-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,500 | $4,987-49.9% | $4,167-40.0% | $6,691-62.6% |
| Admin fee / account holder | $34,592 | $9,903+249.3% | $7,679+350.5% | $13,402+158.1% |