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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 | $52,766 | $90,486-41.7% | $78,676-32.9% | $273,972-80.7% |
| Participation rate | 0.0% | 76.5%-76.5pp | 73.6%-73.6pp | 83.0%-83.0pp |
| Annual return | 6.70% | 75.62%-68.9pp | 62.19%-55.5pp | 41.46%-34.8pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,982 | $3,901+2.1% | $3,517+13.2% | $5,287-24.7% |
| Admin fee / account holder | $935 | $5,263-82.2% | $4,510-79.3% | $10,133-90.8% |