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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 | $15,091 | $72,071-79.1% | $68,368-77.9% | $137,256-89.0% |
| Participation rate | 0.0% | 76.2%-76.2pp | 73.8%-73.8pp | 80.0%-80.0pp |
| Annual return | 22.95% | 353.14%-330.2pp | 292.57%-269.6pp | 220.34%-197.4pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,346 | $4,410-46.8% | $4,123-43.1% | $6,407-63.4% |
| Admin fee / account holder | $321 | $5,336-94.0% | $5,150-93.8% | $12,270-97.4% |