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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 | $21,912 | $90,607-75.8% | $79,467-72.4% | $135,380-83.8% |
| Participation rate | 0.0% | 76.0%-76.0pp | 73.3%-73.3pp | 82.6%-82.6pp |
| Annual return | 2.52% | 977.74%-975.2pp | 718.30%-715.8pp | 519.81%-517.3pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $15,327 | $4,050+278.4% | $3,704+313.8% | $5,609+173.3% |
| Admin fee / account holder | $48,059 | $5,895+715.2% | $5,104+841.6% | $10,828+343.8% |