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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 | $9,461 | $93,098-89.8% | $77,081-87.7% | $134,509-93.0% |
| Participation rate | 0.0% | 74.5%-74.5pp | 67.9%-67.9pp | 81.2%-81.2pp |
| Annual return | -4.48% | 62.63%-67.1pp | 42.33%-46.8pp | 418.13%-422.6pp |
| Employer contribution / active EE | $153 | $3,419-95.5% | $2,813-94.6% | $4,741-96.8% |
| Participant deferral / active EE | $1,181 | $5,239-77.5% | $4,428-73.3% | $6,400-81.6% |
| Admin fee / account holder | $721,797 | $6,945+10292.9% | $5,427+13201.1% | $11,427+6216.8% |