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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 | $101,539-50.2% | $147,041-65.6% | $74,400-32.1% |
| Participation rate | 64.9% | 75.5%-10.6pp | 82.2%-17.3pp | 67.2%-2.3pp |
| Annual return | 34.64% | 8740.84%-8706.2pp | 419.21%-384.6pp | 1367.51%-1332.9pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,935-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $11,006 | $7,304+50.7% | $8,071+36.4% | $4,348+153.1% |
| Admin fee / account holder | $10,108 | $1,749+477.8% | $13,006-22.3% | $1,944+420.0% |