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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 | $78,127 | $68,398+14.2% | $94,664-17.5% | $75,173+3.9% |
| Participation rate | 43.3% | 76.1%-32.7pp | 80.8%-37.5pp | 67.2%-23.9pp |
| Annual return | 998.82% | 616.72%+382.1pp | 156.84%+842.0pp | 160.72%+838.1pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,502 | $6,537-0.5% | $7,417-12.3% | $4,126+57.6% |
| Admin fee / account holder | $1,681 | $5,324-68.4% | $7,222-76.7% | $5,651-70.3% |