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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 | $44,355 | $114,093-61.1% | $96,171-53.9% | $167,536-73.5% |
| Participation rate | 0.0% | 75.1%-75.1pp | 68.4%-68.4pp | 82.1%-82.1pp |
| Annual return | 15.29% | 190.00%-174.7pp | 192.04%-176.8pp | 478.82%-463.5pp |
| Employer contribution / active EE | $0 | $3,429-100.0% | $2,799-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $8,622 | $5,197+65.9% | $4,350+98.2% | $6,342+35.9% |
| Admin fee / account holder | $735 | $6,899-89.4% | $5,538-86.7% | $12,315-94.0% |