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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 | $172,853 | $73,546+135.0% | $63,018+174.3% | $147,586+17.1% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.8%-74.8pp | 82.8%-82.8pp |
| Annual return | 30.84% | 175.56%-144.7pp | 87.62%-56.8pp | 578.59%-547.7pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,761-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,700 | $4,185+36.2% | $3,330+71.2% | $5,439+4.8% |
| Admin fee / account holder | $7,798 | $5,956+30.9% | $3,601+116.6% | $10,886-28.4% |