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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 | $108,401 | $138,114-21.5% | $125,391-13.5% | $134,545-19.4% |
| Participation rate | 0.0% | 84.5%-84.5pp | 82.4%-82.4pp | 81.2%-81.2pp |
| Annual return | -17.14% | 750.88%-768.0pp | 572.41%-589.6pp | 418.37%-435.5pp |
| Employer contribution / active EE | $785 | $5,246-85.0% | $4,816-83.7% | $4,742-83.5% |
| Participant deferral / active EE | $3,301 | $7,801-57.7% | $7,448-55.7% | $6,401-48.4% |
| Admin fee / account holder | $678 | $11,570-94.1% | $10,009-93.2% | $11,431-94.1% |