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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 | $85,456 | $101,063-15.4% | $81,473+4.9% | $147,586-42.1% |
| Participation rate | 0.0% | 74.5%-74.5pp | 68.0%-68.0pp | 82.8%-82.8pp |
| Annual return | 16.76% | 32.41%-15.6pp | 38.78%-22.0pp | 578.59%-561.8pp |
| Employer contribution / active EE | $0 | $3,206-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,277 | $4,242+24.4% | $3,537+49.2% | $5,439-3.0% |
| Admin fee / account holder | $4,541 | $5,812-21.9% | $4,561-0.4% | $10,886-58.3% |