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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 | $28,348 | $108,226-73.8% | $77,513-63.4% | $158,950-82.2% |
| Participation rate | 0.0% | 64.4%-64.4pp | 54.2%-54.2pp | 82.0%-82.0pp |
| Annual return | 10.14% | 31.67%-21.5pp | 54.81%-44.7pp | 302.91%-292.8pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $987-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,222 | $2,456+153.3% | $1,861+234.3% | $5,983+4.0% |
| Admin fee / account holder | $4,942 | $3,710+33.2% | $2,859+72.9% | $11,248-56.1% |