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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 | $72,113 | $110,801-34.9% | $86,615-16.7% | $167,536-57.0% |
| Participation rate | 0.0% | 75.8%-75.8pp | 71.6%-71.6pp | 82.1%-82.1pp |
| Annual return | 14.55% | 116.96%-102.4pp | 63.51%-49.0pp | 478.82%-464.3pp |
| Employer contribution / active EE | $0 | $3,245-100.0% | $2,496-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,792 | $4,547-16.6% | $3,699+2.5% | $6,342-40.2% |
| Admin fee / account holder | $5,389 | $8,417-36.0% | $5,830-7.6% | $12,315-56.2% |