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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 | $69,271 | $127,386-45.6% | $115,037-39.8% | $125,388-44.8% |
| Participation rate | 0.0% | 84.2%-84.2pp | 81.4%-81.4pp | 83.2%-83.2pp |
| Annual return | -0.71% | 31.28%-32.0pp | 26.14%-26.9pp | 282.24%-283.0pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $26,538 | $6,423+313.2% | $6,026+340.4% | $5,352+395.9% |
| Admin fee / account holder | $18,329 | $9,516+92.6% | $8,175+124.2% | $9,541+92.1% |