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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 | $107,454 | $149,040-27.9% | $120,225-10.6% | $137,256-21.7% |
| Participation rate | 0.0% | 75.4%-75.4pp | 69.6%-69.6pp | 80.0%-80.0pp |
| Annual return | 19.78% | 605.68%-585.9pp | 439.23%-419.5pp | 220.34%-200.6pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $401 | $4,655-91.4% | $3,999-90.0% | $6,407-93.7% |
| Admin fee / account holder | $630 | $6,348-90.1% | $5,696-88.9% | $12,270-94.9% |