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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 | $222,703 | $109,905+102.6% | $98,506+126.1% | $167,553+32.9% |
| Participation rate | 0.0% | 75.8%-75.8pp | 73.3%-73.3pp | 82.1%-82.1pp |
| Annual return | 15.00% | 1960.20%-1945.2pp | 1494.92%-1479.9pp | 478.89%-463.9pp |
| Employer contribution / active EE | $0 | $3,226-100.0% | $2,961-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $5,400 | $4,674+15.5% | $4,277+26.3% | $6,343-14.9% |
| Admin fee / account holder | $2,613 | $6,760-61.3% | $5,955-56.1% | $12,316-78.8% |