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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 | $45,119-43.6% | $85,126-70.1% | $74,429-65.8% |
| Participation rate | 0.0% | 49.4%-49.4pp | 67.5%-67.5pp | 67.2%-67.2pp |
| Annual return | 20.08% | 26.28%-6.2pp | 66.63%-46.6pp | 1368.38%-1348.3pp |
| Employer contribution / active EE | $0 | $1,460-100.0% | $2,731-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $769 | $2,738-71.9% | $4,523-83.0% | $4,348-82.3% |
| Admin fee / account holder | $378 | $2,214-82.9% | $6,160-93.9% | $1,944-80.6% |