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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 | $59,847 | $57,330+4.4% | $86,656-30.9% | $75,177-20.4% |
| Participation rate | 0.0% | 63.2%-63.2pp | 71.7%-71.7pp | 67.2%-67.2pp |
| Annual return | 18.48% | 2675.40%-2656.9pp | 593.09%-574.6pp | 160.75%-142.3pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,025-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $865 | $3,320-74.0% | $4,439-80.5% | $4,126-79.0% |
| Admin fee / account holder | $2,079 | $4,115-49.5% | $5,619-63.0% | $5,651-63.2% |