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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 | $59,602 | $99,017-39.8% | $86,587-31.2% | $147,585-59.6% |
| Participation rate | 0.0% | 76.3%-76.3pp | 73.5%-73.5pp | 82.8%-82.8pp |
| Annual return | 17.94% | 1312.37%-1294.4pp | 964.86%-946.9pp | 578.56%-560.6pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,967 | $3,972-0.1% | $3,609+9.9% | $5,439-27.1% |
| Admin fee / account holder | $378 | $5,710-93.4% | $4,906-92.3% | $10,885-96.5% |