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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 | $42,640 | $53,774-20.7% | $134,162-68.2% | $79,852-46.6% |
| Participation rate | 0.0% | 58.8%-58.8pp | 72.2%-72.2pp | 69.6%-69.6pp |
| Annual return | 17.53% | 19.01%-1.5pp | 36.35%-18.8pp | 31.72%-14.2pp |
| Employer contribution / active EE | $242 | $1,322-81.7% | $3,705-93.5% | $2,471-90.2% |
| Participant deferral / active EE | $1,034 | $2,420-57.3% | $3,500-70.4% | $3,740-72.3% |
| Admin fee / account holder | $6,546 | $3,985+64.3% | $6,685-2.1% | $5,306+23.4% |