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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 | $194,982 | $72,446+169.1% | $67,561+188.6% | $145,877+33.7% |
| Participation rate | 0.0% | 76.9%-76.9pp | 72.9%-72.9pp | 80.3%-80.3pp |
| Annual return | 17.04% | 7211.98%-7194.9pp | 3525.44%-3508.4pp | 551.28%-534.2pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,354 | $4,785-29.9% | $4,003-16.2% | $6,691-49.9% |
| Admin fee / account holder | $87,986 | $5,541+1487.9% | $4,006+2096.6% | $13,402+556.5% |