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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 | $17,429 | $169,336-89.7% | $129,384-86.5% | $145,884-88.1% |
| Participation rate | 0.0% | 76.5%-76.5pp | 69.6%-69.6pp | 80.3%-80.3pp |
| Annual return | 11.07% | 14408.70%-14397.6pp | 9461.77%-9450.7pp | 551.85%-540.8pp |
| Employer contribution / active EE | $125 | $5,540-97.7% | $4,153-97.0% | $4,662-97.3% |
| Participant deferral / active EE | $1,500 | $4,985-69.9% | $4,166-64.0% | $6,690-77.6% |
| Admin fee / account holder | $16,131 | $9,912+62.7% | $7,686+109.9% | $13,392+20.5% |