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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 | $54,875 | $102,382-46.4% | $147,005-62.7% | $80,874-32.1% |
| Participation rate | 65.7% | 75.8%-10.2pp | 82.2%-16.5pp | 67.6%-2.0pp |
| Annual return | 58.07% | 134.89%-76.8pp | 418.76%-360.7pp | 35.62%+22.5pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $11,908 | $6,646+79.2% | $8,070+47.6% | $4,297+177.1% |
| Admin fee / account holder | $3,914 | $7,942-50.7% | $13,006-69.9% | $6,935-43.6% |