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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 | $96,244 | $202,342-52.4% | $172,753-44.3% | $152,909-37.1% |
| Participation rate | 0.0% | 87.1%-87.1pp | 82.6%-82.6pp | 82.5%-82.5pp |
| Annual return | 18.82% | 1029.88%-1011.1pp | 803.00%-784.2pp | 345.46%-326.6pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $12,998 | $5,948+118.5% | $5,198+150.1% | $5,851+122.1% |
| Admin fee / account holder | $3,384 | $17,112-80.2% | $13,956-75.8% | $11,601-70.8% |