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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 | $50,085 | $84,685-40.9% | $73,836-32.2% | $125,389-60.1% |
| Participation rate | 0.0% | 76.8%-76.8pp | 73.4%-73.4pp | 83.2%-83.2pp |
| Annual return | 0.69% | 3123.80%-3123.1pp | 2268.06%-2267.4pp | 282.24%-281.6pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,006 | $3,993-24.7% | $3,583-16.1% | $5,352-43.8% |
| Admin fee / account holder | $5,717 | $5,694+0.4% | $4,882+17.1% | $9,541-40.1% |