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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 | $146,485 | $107,666+36.1% | $102,184+43.4% | $154,746-5.3% |
| Participation rate | 0.0% | 83.7%-83.7pp | 82.6%-82.6pp | 80.7%-80.7pp |
| Annual return | 76.54% | 29.33%+47.2pp | 31.58%+45.0pp | 172.34%-95.8pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $49,736 | $8,719+470.4% | $8,309+498.6% | $6,730+639.0% |
| Admin fee / account holder | $310,803 | $12,943+2301.3% | $11,609+2577.3% | $14,365+2063.6% |