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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 | $8,936 | $69,118-87.1% | $53,647-83.3% | $138,895-93.6% |
| Participation rate | 0.0% | 64.0%-64.0pp | 56.3%-56.3pp | 79.9%-79.9pp |
| Annual return | 8.01% | 248.26%-240.2pp | 358.33%-350.3pp | 145.39%-137.4pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $960 | $2,274-57.8% | $1,813-47.1% | $6,396-85.0% |
| Admin fee / account holder | $11,122 | $2,724+308.3% | $2,460+352.1% | $12,562-11.5% |