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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 | $25,966 | $156,963-83.5% | $121,204-78.6% | $139,466-81.4% |
| Participation rate | 26.3% | 76.5%-50.1pp | 69.5%-43.2pp | 80.3%-54.0pp |
| Annual return | 753.91% | 1476.75%-722.8pp | 987.18%-233.3pp | 373.66%+380.2pp |
| Employer contribution / active EE | $0 | $5,544-100.0% | $4,170-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,045 | $4,848-78.4% | $4,083-74.4% | $6,712-84.4% |
| Admin fee / account holder | $571 | $6,953-91.8% | $5,651-89.9% | $11,409-95.0% |