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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 | $170,651 | $138,102+23.6% | $125,381+36.1% | $134,532+26.8% |
| Participation rate | 0.0% | 84.5%-84.5pp | 82.4%-82.4pp | 81.2%-81.2pp |
| Annual return | -14.02% | 750.73%-764.7pp | 572.31%-586.3pp | 418.27%-432.3pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $41,724 | $7,801+434.9% | $7,448+460.2% | $6,401+551.8% |
| Admin fee / account holder | $2,024,729 | $11,568+17402.8% | $10,007+20133.0% | $11,429+17616.4% |