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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 | $39,240 | $53,128-26.1% | $86,582-54.7% | $70,126-44.0% |
| Participation rate | 0.0% | 65.3%-65.3pp | 73.5%-73.5pp | 69.5%-69.5pp |
| Annual return | 17.15% | 27.66%-10.5pp | 965.08%-947.9pp | 73.15%-56.0pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,732 | $2,695+1.4% | $3,609-24.3% | $3,332-18.0% |
| Admin fee / account holder | $464 | $3,584-87.1% | $4,904-90.5% | $4,645-90.0% |