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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 | $49,763 | $42,910+16.0% | $60,919-18.3% | $68,490-27.3% |
| Participation rate | 0.0% | 66.8%-66.8pp | 73.1%-73.1pp | 67.9%-67.9pp |
| Annual return | -18.53% | -13.99%-4.5pp | 16.96%-35.5pp | -7.85%-10.7pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,406 | $2,866+88.6% | $3,814+41.7% | $4,028+34.2% |
| Admin fee / account holder | $3,250 | $3,104+4.7% | $3,228+0.7% | $5,403-39.9% |