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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 | $23,220 | $158,852-85.4% | $121,220-80.8% | $135,379-82.8% |
| Participation rate | 0.0% | 79.3%-79.3pp | 71.8%-71.8pp | 82.6%-82.6pp |
| Annual return | -5.25% | -0.64%-4.6pp | 16.94%-22.2pp | 519.79%-525.0pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,408 | $4,006-64.8% | $3,345-57.9% | $5,609-74.9% |
| Admin fee / account holder | $344 | $6,515-94.7% | $5,021-93.2% | $10,828-96.8% |