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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 | $40,447 | $96,558-58.1% | $80,977-50.1% | $273,972-85.2% |
| Participation rate | 0.0% | 79.1%-79.1pp | 75.8%-75.8pp | 83.0%-83.0pp |
| Annual return | 8.95% | 15.14%-6.2pp | 17.11%-8.2pp | 41.46%-32.5pp |
| Employer contribution / active EE | $0 | $4,869-100.0% | $3,715-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,058 | $6,598-53.7% | $5,696-46.3% | $5,287-42.2% |
| Admin fee / account holder | $11,441 | $7,493+52.7% | $5,517+107.4% | $10,133+12.9% |