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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 | $20,042 | $111,814-82.1% | $93,654-78.6% | $145,959-86.3% |
| Participation rate | 0.0% | 74.2%-74.2pp | 68.7%-68.7pp | 80.3%-80.3pp |
| Annual return | 21.35% | 203.30%-181.9pp | 133.34%-112.0pp | 561.95%-540.6pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $4,700 | $4,914-4.4% | $4,413+6.5% | $6,689-29.7% |
| Admin fee / account holder | $3,223 | $10,246-68.5% | $8,282-61.1% | $13,398-75.9% |