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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 | $182,394 | $185,199-1.5% | $142,874+27.7% | $167,518+8.9% |
| Participation rate | 0.0% | 78.5%-78.5pp | 72.0%-72.0pp | 82.1%-82.1pp |
| Annual return | 16.66% | 8556.90%-8540.2pp | 5638.58%-5621.9pp | 478.71%-462.0pp |
| Employer contribution / active EE | $0 | $5,606-100.0% | $4,145-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $920 | $4,495-79.5% | $3,838-76.0% | $6,342-85.5% |
| Admin fee / account holder | $22,369 | $8,031+178.5% | $6,561+240.9% | $12,312+81.7% |