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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 | $75,592 | $138,076-45.3% | $123,553-38.8% | $135,380-44.2% |
| Participation rate | 0.0% | 84.7%-84.7pp | 82.3%-82.3pp | 82.6%-82.6pp |
| Annual return | -7.71% | 153.70%-161.4pp | 119.21%-126.9pp | 519.81%-527.5pp |
| Employer contribution / active EE | $687 | $5,152-86.7% | $4,628-85.2% | $4,779-85.6% |
| Participant deferral / active EE | $3,251 | $6,800-52.2% | $6,426-49.4% | $5,609-42.0% |
| Admin fee / account holder | $1,515 | $10,917-86.1% | $9,284-83.7% | $10,828-86.0% |