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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 | $9,014 | $88,815-89.9% | $81,882-89.0% | $145,897-93.8% |
| Participation rate | 64.3% | 75.1%-10.8pp | 72.4%-8.1pp | 80.3%-16.0pp |
| Annual return | 418.70% | 1033.75%-615.0pp | 779.47%-360.8pp | 552.29%-133.6pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,028 | $4,647-77.9% | $4,323-76.2% | $6,689-84.6% |
| Admin fee / account holder | $569 | $8,434-93.3% | $7,360-92.3% | $13,390-95.8% |