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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 | $19,498 | $176,402-88.9% | $134,155-85.5% | $158,950-87.7% |
| Participation rate | 0.0% | 78.7%-78.7pp | 72.2%-72.2pp | 82.0%-82.0pp |
| Annual return | 9.90% | 63.66%-53.8pp | 36.34%-26.4pp | 302.91%-293.0pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,368 | $4,093-17.7% | $3,500-3.8% | $5,983-43.7% |
| Admin fee / account holder | $490 | $8,719-94.4% | $6,685-92.7% | $11,248-95.6% |