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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 | $56,295 | $82,630-31.9% | $64,105-12.2% | $125,389-55.1% |
| Participation rate | 0.0% | 75.9%-75.9pp | 68.2%-68.2pp | 83.2%-83.2pp |
| Annual return | -1.69% | 1489.72%-1491.4pp | 791.24%-792.9pp | 282.24%-283.9pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,592 | $3,608-28.2% | $2,822-8.1% | $5,352-51.6% |
| Admin fee / account holder | $924 | $6,382-85.5% | $4,499-79.5% | $9,541-90.3% |