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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 | $27,351 | $110,039-75.1% | $97,260-71.9% | $145,884-81.3% |
| Participation rate | 0.0% | 75.9%-75.9pp | 72.7%-72.7pp | 80.3%-80.3pp |
| Annual return | 9.69% | 244.44%-234.8pp | 75.54%-65.8pp | 551.85%-542.2pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,721-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,267 | $4,674+12.7% | $4,262+23.6% | $6,690-21.3% |
| Admin fee / account holder | $19,529 | $6,204+214.8% | $5,640+246.3% | $13,392+45.8% |