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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 | $107,666-80.2% | $102,184-79.1% | $154,746-86.2% |
| Participation rate | 0.0% | 83.7%-83.7pp | 82.6%-82.6pp | 80.7%-80.7pp |
| Annual return | 85.31% | 29.33%+56.0pp | 31.58%+53.7pp | 172.34%-87.0pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $18,493 | $8,719+112.1% | $8,309+122.6% | $6,730+174.8% |
| Admin fee / account holder | $18,680 | $12,943+44.3% | $11,609+60.9% | $14,365+30.0% |