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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 | $21,058 | $92,684-77.3% | $82,706-74.5% | $134,509-84.3% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | 7506.68% | 945.84%+6560.8pp | 701.76%+6804.9pp | 418.13%+7088.5pp |
| Employer contribution / active EE | $65 | $3,272-98.0% | $3,007-97.9% | $4,741-98.6% |
| Participant deferral / active EE | $4,179 | $4,800-12.9% | $4,394-4.9% | $6,400-34.7% |
| Admin fee / account holder | $7,549 | $5,982+26.2% | $5,329+41.7% | $11,427-33.9% |