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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 | $88,603 | $131,835-32.8% | $108,582-18.4% | $273,972-67.7% |
| Participation rate | 0.0% | 83.5%-83.5pp | 79.6%-79.6pp | 83.0%-83.0pp |
| Annual return | 6.60% | -91.57%+98.2pp | -51.70%+58.3pp | 41.46%-34.9pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $8,850 | $5,127+72.6% | $4,311+105.3% | $5,287+67.4% |
| Admin fee / account holder | $2,840 | $10,253-72.3% | $7,645-62.9% | $10,133-72.0% |