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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 | $198,367 | $109,863+80.6% | $98,477+101.4% | $167,518+18.4% |
| Participation rate | 0.0% | 75.8%-75.8pp | 73.3%-73.3pp | 82.1%-82.1pp |
| Annual return | 16.47% | 1958.09%-1941.6pp | 1493.59%-1477.1pp | 478.71%-462.2pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $22,313 | $4,673+377.5% | $4,276+421.8% | $6,342+251.8% |
| Admin fee / account holder | $2,579 | $6,755-61.8% | $5,951-56.7% | $12,312-79.1% |