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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 | $63,565 | $88,815-28.4% | $81,882-22.4% | $145,897-56.4% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 57.16% | 1033.75%-976.6pp | 779.47%-722.3pp | 552.29%-495.1pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,654 | $4,647+21.7% | $4,323+30.8% | $6,689-15.5% |
| Admin fee / account holder | $2,999 | $8,434-64.4% | $7,360-59.3% | $13,390-77.6% |