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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 | $15,387 | $77,638-80.2% | $156,551-90.2% | $62,881-75.5% |
| Participation rate | 0.0% | 71.2%-71.2pp | 84.0%-84.0pp | 69.3%-69.3pp |
| Annual return | 7.01% | 50.33%-43.3pp | 32.23%-25.2pp | 20.14%-13.1pp |
| Employer contribution / active EE | $202 | $3,444-94.1% | $5,501-96.3% | $2,281-91.1% |
| Participant deferral / active EE | $1,530 | $3,046-49.7% | $4,871-68.6% | $3,203-52.2% |
| Admin fee / account holder | $943 | $5,561-83.0% | $13,028-92.8% | $4,296-78.1% |