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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 | $52,103 | $68,398-23.8% | $94,664-45.0% | $75,173-30.7% |
| Participation rate | 0.0% | 76.1%-76.1pp | 80.8%-80.8pp | 67.2%-67.2pp |
| Annual return | 52.61% | 616.72%-564.1pp | 156.84%-104.2pp | 160.72%-108.1pp |
| Employer contribution / active EE | $149 | $2,701-94.5% | $3,673-95.9% | $2,671-94.4% |
| Participant deferral / active EE | $2,980 | $6,537-54.4% | $7,417-59.8% | $4,126-27.8% |
| Admin fee / account holder | $912 | $5,324-82.9% | $7,222-87.4% | $5,651-83.9% |