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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 | $115,713 | $104,924+10.3% | $84,623+36.7% | $152,885-24.3% |
| Participation rate | 0.0% | 74.8%-74.8pp | 68.2%-68.2pp | 82.5%-82.5pp |
| Annual return | 27.33% | 373.82%-346.5pp | 258.77%-231.4pp | 345.39%-318.1pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,652-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $26,750 | $4,689+470.5% | $3,899+586.0% | $5,851+357.2% |
| Admin fee / account holder | $29,859 | $6,242+378.4% | $4,913+507.8% | $11,598+157.4% |