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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 | $14,701 | $81,331-81.9% | $155,534-90.5% | $80,935-81.8% |
| Participation rate | 0.0% | 66.3%-66.3pp | 78.2%-78.2pp | 67.7%-67.7pp |
| Annual return | 10.88% | 33.37%-22.5pp | 64.92%-54.0pp | 35.66%-24.8pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,133 | $3,454-67.2% | $5,630-79.9% | $4,299-73.7% |
| Admin fee / account holder | $6,331 | $7,999-20.9% | $15,900-60.2% | $6,924-8.6% |