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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 | $83,148 | $90,489-8.1% | $76,051+9.3% | $145,978-43.0% |
| Participation rate | 0.0% | 74.5%-74.5pp | 69.1%-69.1pp | 80.3%-80.3pp |
| Annual return | 14.20% | 622.78%-608.6pp | 360.42%-346.2pp | 550.52%-536.3pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $2,690-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,572 | $5,164+27.3% | $4,257+54.4% | $6,690-1.8% |
| Admin fee / account holder | $25,103 | $8,374+199.8% | $6,416+291.2% | $13,400+87.3% |