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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 | $169,161-76.9% | $129,295-69.8% | $145,959-73.3% |
| Participation rate | 66.7% | 76.5%-9.8pp | 69.6%-3.0pp | 80.3%-13.6pp |
| Annual return | 100.81% | 14348.07%-14247.3pp | 9429.28%-9328.5pp | 561.95%-461.1pp |
| Employer contribution / active EE | $0 | $5,543-100.0% | $4,157-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,500 | $4,989-49.9% | $4,169-40.0% | $6,689-62.6% |
| Admin fee / account holder | $34,592 | $9,878+250.2% | $7,665+351.3% | $13,398+158.2% |