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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 | $5,260 | $88,778-94.1% | $81,844-93.6% | $145,884-96.4% |
| Participation rate | 0.0% | 75.1%-75.1pp | 72.4%-72.4pp | 80.3%-80.3pp |
| Annual return | 10.51% | 1033.03%-1022.5pp | 778.87%-768.4pp | 551.85%-541.3pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,048 | $4,648-77.5% | $4,323-75.8% | $6,690-84.3% |
| Admin fee / account holder | $63,773 | $8,430+656.5% | $7,355+767.0% | $13,392+376.2% |