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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 | $36,905 | $90,509-59.2% | $78,693-53.1% | $273,968-86.5% |
| Participation rate | 0.0% | 76.5%-76.5pp | 73.6%-73.6pp | 83.0%-83.0pp |
| Annual return | 9.07% | 75.61%-66.5pp | 62.18%-53.1pp | 41.45%-32.4pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,299 | $3,901+61.4% | $3,517+79.1% | $5,287+19.1% |
| Admin fee / account holder | $8,459 | $5,264+60.7% | $4,511+87.5% | $10,132-16.5% |