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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 | $23,786 | $162,136-85.3% | $152,301-84.4% | $154,746-84.6% |
| Participation rate | 0.0% | 84.1%-84.1pp | 82.4%-82.4pp | 80.7%-80.7pp |
| Annual return | 12.46% | 91.02%-78.6pp | 80.50%-68.0pp | 172.34%-159.9pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $33,374 | $8,341+300.1% | $8,004+317.0% | $6,730+395.9% |
| Admin fee / account holder | $16,188 | $15,759+2.7% | $14,398+12.4% | $14,365+12.7% |