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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 | $51,568 | $97,761-47.3% | $83,850-38.5% | $135,382-61.9% |
| Participation rate | 0.0% | 80.0%-80.0pp | 76.1%-76.1pp | 82.6%-82.6pp |
| Annual return | -6.10% | 1287.44%-1293.5pp | 850.92%-857.0pp | 519.77%-525.9pp |
| Employer contribution / active EE | $431 | $4,222-89.8% | $3,631-88.1% | $4,779-91.0% |
| Participant deferral / active EE | $2,102 | $4,682-55.1% | $4,082-48.5% | $5,609-62.5% |
| Admin fee / account holder | $1,404 | $6,674-79.0% | $5,478-74.4% | $10,829-87.0% |