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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 | $97,922 | $198,457-50.7% | $170,435-42.5% | $147,586-33.7% |
| Participation rate | 0.0% | 88.0%-88.0pp | 83.6%-83.6pp | 82.8%-82.8pp |
| Annual return | 46.75% | 257.30%-210.6pp | 205.94%-159.2pp | 578.59%-531.8pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $20,513 | $5,629+264.4% | $4,939+315.3% | $5,439+277.2% |
| Admin fee / account holder | $16,036 | $16,852-4.8% | $13,881+15.5% | $10,886+47.3% |