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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 | $23,192 | $53,128-56.3% | $86,582-73.2% | $70,126-66.9% |
| Participation rate | 0.0% | 65.3%-65.3pp | 73.5%-73.5pp | 69.5%-69.5pp |
| Annual return | 17.82% | 27.66%-9.8pp | 965.08%-947.3pp | 73.15%-55.3pp |
| Employer contribution / active EE | $146 | $2,068-93.0% | $2,839-94.9% | $2,343-93.8% |
| Participant deferral / active EE | $1,305 | $2,695-51.6% | $3,609-63.8% | $3,332-60.8% |
| Admin fee / account holder | $4,208 | $3,584+17.4% | $4,904-14.2% | $4,645-9.4% |