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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 | $92,852 | $106,008-12.4% | $92,240+0.7% | $147,586-37.1% |
| Participation rate | 0.0% | 80.4%-80.4pp | 76.5%-76.5pp | 82.8%-82.8pp |
| Annual return | 24.47% | 50.05%-25.6pp | 176.29%-151.8pp | 578.59%-554.1pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,250 | $4,478-49.8% | $3,897-42.3% | $5,439-58.6% |
| Admin fee / account holder | $803 | $6,333-87.3% | $5,194-84.5% | $10,886-92.6% |