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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 | $7,531 | $76,519-90.2% | $56,025-86.6% | $145,897-94.8% |
| Participation rate | 0.0% | 63.2%-63.2pp | 52.5%-52.5pp | 80.3%-80.3pp |
| Annual return | 12.15% | 3017.03%-3004.9pp | 1712.69%-1700.5pp | 552.29%-540.1pp |
| Employer contribution / active EE | $0 | $1,383-100.0% | $1,042-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,713 | $2,624-34.7% | $1,955-12.4% | $6,689-74.4% |
| Admin fee / account holder | $1,963 | $3,331-41.1% | $2,828-30.6% | $13,390-85.3% |