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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 | $68,601 | $93,346-26.5% | $71,796-4.5% | $273,972-75.0% |
| Participation rate | 0.0% | 76.5%-76.5pp | 69.1%-69.1pp | 83.0%-83.0pp |
| Annual return | 12.57% | 130.39%-117.8pp | 78.04%-65.5pp | 41.46%-28.9pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,911 | $3,475-16.2% | $2,794+4.2% | $5,287-44.9% |
| Admin fee / account holder | $4,148 | $6,571-36.9% | $4,815-13.8% | $10,133-59.1% |