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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 | $16,771 | $75,832-77.9% | $147,617-88.6% | $59,633-71.9% |
| Participation rate | 0.0% | 71.6%-71.6pp | 84.6%-84.6pp | 68.7%-68.7pp |
| Annual return | 12.96% | 0.37%+12.6pp | 61.98%-49.0pp | 2041.45%-2028.5pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,231 | $3,131-28.7% | $4,895-54.4% | $3,192-30.1% |
| Admin fee / account holder | $419 | $5,986-93.0% | $11,612-96.4% | $4,297-90.3% |