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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 | $50,516 | $101,672-50.3% | $147,117-65.7% | $74,478-32.2% |
| Participation rate | 64.9% | 75.5%-10.6pp | 82.2%-17.3pp | 67.2%-2.3pp |
| Annual return | 34.64% | 8757.83%-8723.2pp | 420.54%-385.9pp | 1370.56%-1335.9pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,932-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $11,006 | $7,305+50.7% | $8,065+36.5% | $4,350+153.0% |
| Admin fee / account holder | $10,108 | $1,753+476.5% | $12,993-22.2% | $1,946+419.5% |