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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 | $97,289-78.1% | $92,805-77.0% | $155,188-86.3% |
| Participation rate | 0.0% | 84.2%-84.2pp | 83.5%-83.5pp | 80.8%-80.8pp |
| Annual return | 85.31% | 29.03%+56.3pp | 31.59%+53.7pp | 148.84%-63.5pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $18,493 | $8,795+110.3% | $8,448+118.9% | $6,531+183.2% |
| Admin fee / account holder | $18,680 | $12,015+55.5% | $10,911+71.2% | $14,480+29.0% |