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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 | $21,324 | $100,970-78.9% | $96,576-77.9% | $137,256-84.5% |
| Participation rate | 0.0% | 82.6%-82.6pp | 81.4%-81.4pp | 80.0%-80.0pp |
| Annual return | 85.31% | 38.16%+47.1pp | 38.47%+46.8pp | 220.34%-135.0pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $18,493 | $8,286+123.2% | $7,956+132.4% | $6,407+188.7% |
| Admin fee / account holder | $18,680 | $11,312+65.1% | $11,381+64.1% | $12,270+52.2% |