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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 | $10,244 | $109,905-90.7% | $98,506-89.6% | $167,553-93.9% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | 128.95% | 1960.20%-1831.2pp | 1494.92%-1366.0pp | 478.89%-349.9pp |
| Employer contribution / active EE | $0 | $3,226-100.0% | $2,961-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $4,662 | $4,674-0.3% | $4,277+9.0% | $6,343-26.5% |
| Admin fee / account holder | $403 | $6,760-94.0% | $5,955-93.2% | $12,316-96.7% |