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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 | $41,020 | $211,946-80.6% | $169,452-75.8% | $135,379-69.7% |
| Participation rate | 0.0% | 82.6%-82.6pp | 77.8%-77.8pp | 82.6%-82.6pp |
| Annual return | -7.33% | 3.26%-10.6pp | 1.83%-9.2pp | 519.79%-527.1pp |
| Employer contribution / active EE | $304 | $5,117-94.1% | $4,157-92.7% | $4,779-93.6% |
| Participant deferral / active EE | $1,260 | $6,075-79.3% | $5,277-76.1% | $5,609-77.5% |
| Admin fee / account holder | $1,015 | $11,472-91.1% | $9,110-88.9% | $10,828-90.6% |