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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 | $25,466 | $44,984-43.4% | $85,009-70.0% | $74,546-65.8% |
| Participation rate | 0.0% | 49.4%-49.4pp | 67.5%-67.5pp | 67.2%-67.2pp |
| Annual return | 20.08% | 26.25%-6.2pp | 66.47%-46.4pp | 1366.03%-1346.0pp |
| Employer contribution / active EE | $0 | $1,458-100.0% | $2,728-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $769 | $2,733-71.9% | $4,522-83.0% | $4,347-82.3% |
| Admin fee / account holder | $378 | $2,208-82.9% | $6,153-93.9% | $1,944-80.6% |