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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 | $45,489 | $159,978-71.6% | $147,041-69.1% | $145,978-68.8% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 20.53% | 98.36%-77.8pp | 419.21%-398.7pp | 550.52%-530.0pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $12,742 | $8,429+51.2% | $8,071+57.9% | $6,690+90.5% |
| Admin fee / account holder | $3,707 | $15,053-75.4% | $13,006-71.5% | $13,400-72.3% |