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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 | $66,888 | $150,447-55.5% | $136,298-50.9% | $147,586-54.7% |
| Participation rate | 54.5% | 84.4%-29.9pp | 81.9%-27.4pp | 82.8%-28.3pp |
| Annual return | 294.97% | 1049.15%-754.2pp | 5156.27%-4861.3pp | 578.59%-283.6pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,920 | $6,631-40.9% | $6,247-37.2% | $5,439-27.9% |
| Admin fee / account holder | $460 | $10,906-95.8% | $9,244-95.0% | $10,886-95.8% |