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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 | $20,465 | $77,419-73.6% | $69,461-70.5% | $152,885-86.6% |
| Participation rate | 0.0% | 78.1%-78.1pp | 74.6%-74.6pp | 82.5%-82.5pp |
| Annual return | 24.81% | 39.07%-14.3pp | 28.97%-4.2pp | 345.39%-320.6pp |
| Employer contribution / active EE | $270 | $3,315-91.8% | $2,779-90.3% | $4,763-94.3% |
| Participant deferral / active EE | $2,088 | $4,414-52.7% | $3,536-41.0% | $5,851-64.3% |
| Admin fee / account holder | $870 | $6,207-86.0% | $3,840-77.4% | $11,598-92.5% |