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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 | $87,213 | $150,447-42.0% | $136,298-36.0% | $147,586-40.9% |
| Participation rate | 0.0% | 84.4%-84.4pp | 81.9%-81.9pp | 82.8%-82.8pp |
| Annual return | 12.30% | 1049.15%-1036.9pp | 5156.27%-5144.0pp | 578.59%-566.3pp |
| Employer contribution / active EE | $754 | $5,256-85.7% | $4,696-83.9% | $4,876-84.5% |
| Participant deferral / active EE | $4,141 | $6,631-37.5% | $6,247-33.7% | $5,439-23.9% |
| Admin fee / account holder | $26,446 | $10,906+142.5% | $9,244+186.1% | $10,886+142.9% |