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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 | $46,007 | $217,432-78.8% | $185,849-75.2% | $167,536-72.5% |
| Participation rate | 0.0% | 86.1%-86.1pp | 81.7%-81.7pp | 82.1%-82.1pp |
| Annual return | 12.74% | 148.42%-135.7pp | 122.10%-109.4pp | 478.82%-466.1pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $7,823 | $6,357+23.1% | $5,569+40.5% | $6,342+23.3% |
| Admin fee / account holder | $33,144 | $19,818+67.2% | $16,244+104.0% | $12,315+169.1% |