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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 | $50,493 | $77,449-34.8% | $69,483-27.3% | $152,909-67.0% |
| Participation rate | 0.0% | 78.1%-78.1pp | 74.6%-74.6pp | 82.5%-82.5pp |
| Annual return | 22.34% | 39.09%-16.8pp | 28.99%-6.7pp | 345.46%-323.1pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,780-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,445 | $4,415-22.0% | $3,537-2.6% | $5,851-41.1% |
| Admin fee / account holder | $781 | $6,210-87.4% | $3,841-79.7% | $11,601-93.3% |