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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 | $106,501 | $168,635-36.8% | $147,617-27.9% | $125,389-15.1% |
| Participation rate | 0.0% | 88.8%-88.8pp | 84.6%-84.6pp | 83.2%-83.2pp |
| Annual return | 1.22% | 77.65%-76.4pp | 61.98%-60.8pp | 282.24%-281.0pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,564-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,000 | $5,507-27.4% | $4,895-18.3% | $5,352-25.3% |
| Admin fee / account holder | $38,228 | $13,580+181.5% | $11,612+229.2% | $9,541+300.7% |