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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 | $116,146 | $99,031+17.3% | $86,597+34.1% | $147,585-21.3% |
| Participation rate | 0.0% | 76.3%-76.3pp | 73.5%-73.5pp | 82.8%-82.8pp |
| Annual return | 17.29% | 1312.56%-1295.3pp | 964.96%-947.7pp | 578.57%-561.3pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,840-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $7,947 | $3,972+100.1% | $3,609+120.2% | $5,439+46.1% |
| Admin fee / account holder | $5,471 | $5,711-4.2% | $4,906+11.5% | $10,885-49.7% |