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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 | $10,772 | $112,729-90.4% | $98,716-89.1% | $137,256-92.2% |
| Participation rate | 0.0% | 74.2%-74.2pp | 69.3%-69.3pp | 80.0%-80.0pp |
| Annual return | 13.74% | 38.48%-24.7pp | 31.81%-18.1pp | 220.34%-206.6pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,406 | $4,640+38.1% | $4,048+58.3% | $6,4070% |
| Admin fee / account holder | $35,229 | $10,129+247.8% | $8,703+304.8% | $12,270+187.1% |