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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 | $54,980 | $165,399-66.8% | $149,745-63.3% | $158,982-65.4% |
| Participation rate | 0.0% | 84.6%-84.6pp | 82.5%-82.5pp | 82.0%-82.0pp |
| Annual return | 23.90% | 348.34%-324.4pp | 276.72%-252.8pp | 302.99%-279.1pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $11,375 | $7,183+58.4% | $6,843+66.2% | $5,983+90.1% |
| Admin fee / account holder | $422 | $10,811-96.1% | $9,312-95.5% | $11,252-96.2% |