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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 | $24,355 | $106,923-77.2% | $84,023-71.0% | $152,909-84.1% |
| Participation rate | 0.0% | 75.3%-75.3pp | 69.0%-69.0pp | 82.5%-82.5pp |
| Annual return | 16.23% | 105.02%-88.8pp | 71.32%-55.1pp | 345.46%-329.2pp |
| Employer contribution / active EE | $342 | $2,735-87.5% | $1,984-82.8% | $4,764-92.8% |
| Participant deferral / active EE | $0 | $4,013-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $519 | $8,289-93.7% | $6,102-91.5% | $11,601-95.5% |