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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 | $28,401 | $155,555-81.7% | $146,866-80.7% | $155,188-81.7% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.5%-82.5pp | 80.8%-80.8pp |
| Annual return | 21.74% | 115.41%-93.7pp | 102.85%-81.1pp | 148.84%-127.1pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $22,178 | $8,044+175.7% | $7,759+185.8% | $6,531+239.6% |
| Admin fee / account holder | $21,672 | $14,755+46.9% | $13,620+59.1% | $14,480+49.7% |