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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 | $16,800 | $97,289-82.7% | $92,805-81.9% | $155,188-89.2% |
| Participation rate | 0.0% | 84.2%-84.2pp | 83.5%-83.5pp | 80.8%-80.8pp |
| Annual return | 11.38% | 29.03%-17.6pp | 31.59%-20.2pp | 148.84%-137.5pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $41,853 | $8,795+375.9% | $8,448+395.4% | $6,531+540.8% |
| Admin fee / account holder | $24,343 | $12,015+102.6% | $10,911+123.1% | $14,480+68.1% |