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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 | $24,709 | $83,337-70.4% | $67,834-63.6% | $273,972-91.0% |
| Participation rate | 0.0% | 76.4%-76.4pp | 68.8%-68.8pp | 83.0%-83.0pp |
| Annual return | 3.66% | 259.45%-255.8pp | 138.47%-134.8pp | 41.46%-37.8pp |
| Employer contribution / active EE | $0 | $3,287-100.0% | $2,403-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,847 | $4,088-54.8% | $3,160-41.5% | $5,287-65.1% |
| Admin fee / account holder | $3,241 | $6,752-52.0% | $4,622-29.9% | $10,133-68.0% |