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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 | $27,427 | $149,040-81.6% | $120,225-77.2% | $137,256-80.0% |
| Participation rate | 0.0% | 75.4%-75.4pp | 69.6%-69.6pp | 80.0%-80.0pp |
| Annual return | 22.29% | 605.68%-583.4pp | 439.23%-416.9pp | 220.34%-198.1pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $9,527 | $4,655+104.7% | $3,999+138.2% | $6,407+48.7% |
| Admin fee / account holder | $1,240 | $6,348-80.5% | $5,696-78.2% | $12,270-89.9% |