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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 | $26,812 | $160,028-83.2% | $147,080-81.8% | $145,884-81.6% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 18.53% | 98.60%-80.1pp | 420.17%-401.6pp | 551.85%-533.3pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $11,339 | $8,422+34.6% | $8,066+40.6% | $6,690+69.5% |
| Admin fee / account holder | $40,445 | $15,030+169.1% | $12,989+211.4% | $13,392+202.0% |