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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 | $28,415 | $180,466-84.3% | $154,114-81.6% | $135,382-79.0% |
| Participation rate | 0.0% | 87.4%-87.4pp | 83.0%-83.0pp | 82.6%-82.6pp |
| Annual return | -5.07% | 888.15%-893.2pp | 735.16%-740.2pp | 519.77%-524.8pp |
| Employer contribution / active EE | $595 | $6,035-90.1% | $5,298-88.8% | $4,779-87.6% |
| Participant deferral / active EE | $2,021 | $5,806-65.2% | $5,081-60.2% | $5,609-64.0% |
| Admin fee / account holder | $3,649 | $16,144-77.4% | $13,411-72.8% | $10,829-66.3% |