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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 | $25,181 | $75,935-66.8% | $60,547-58.4% | $125,389-79.9% |
| Participation rate | 0.0% | 76.5%-76.5pp | 68.0%-68.0pp | 83.2%-83.2pp |
| Annual return | 0.66% | -5.38%+6.0pp | 335.64%-335.0pp | 282.24%-281.6pp |
| Employer contribution / active EE | $0 | $3,438-100.0% | $2,419-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,223 | $4,506-50.7% | $3,328-33.2% | $5,352-58.5% |
| Admin fee / account holder | $833 | $6,768-87.7% | $4,536-81.6% | $9,541-91.3% |