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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 | $57,941 | $53,837+7.6% | $75,717-23.5% | $85,856-32.5% |
| Participation rate | 0.0% | 69.1%-69.1pp | 74.8%-74.8pp | 69.3%-69.3pp |
| Annual return | 36.93% | 24.54%+12.4pp | 104.58%-67.7pp | 318.58%-281.7pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,933 | $2,895+70.4% | $3,821+29.1% | $3,952+24.8% |
| Admin fee / account holder | $3,065 | $3,341-8.3% | $3,619-15.3% | $6,261-51.0% |