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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 | $40,158 | $31,679+26.8% | $74,719-46.3% | $65,185-38.4% |
| Participation rate | 18.4% | 40.4%-22.0pp | 54.5%-36.1pp | 70.2%-51.8pp |
| Annual return | 3407.97% | 39.04%+3368.9pp | 753.05%+2654.9pp | 29.38%+3378.6pp |
| Employer contribution / active EE | $91 | $566-83.9% | $1,084-91.6% | $2,177-95.8% |
| Participant deferral / active EE | $441 | $1,191-62.9% | $1,963-77.5% | $3,514-87.4% |
| Admin fee / account holder | $5,395 | $379+1324.2% | $3,334+61.8% | $847+536.8% |