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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 | $30,692 | $84,684-63.8% | $73,835-58.4% | $125,388-75.5% |
| Participation rate | 0.0% | 76.8%-76.8pp | 73.4%-73.4pp | 83.2%-83.2pp |
| Annual return | -1.91% | 3123.93%-3125.8pp | 2268.13%-2270.0pp | 282.24%-284.1pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,788-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $6,873 | $3,993+72.1% | $3,583+91.8% | $5,352+28.4% |
| Admin fee / account holder | $482 | $5,691-91.5% | $4,880-90.1% | $9,541-94.9% |