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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 | $27,180 | $77,638-65.0% | $156,551-82.6% | $62,881-56.8% |
| Participation rate | 0.0% | 71.2%-71.2pp | 84.0%-84.0pp | 69.3%-69.3pp |
| Annual return | 7.24% | 50.33%-43.1pp | 32.23%-25.0pp | 20.14%-12.9pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,040 | $3,046-33.0% | $4,871-58.1% | $3,203-36.3% |
| Admin fee / account holder | $5,494 | $5,561-1.2% | $13,028-57.8% | $4,296+27.9% |