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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 | $48,536 | $105,866-54.2% | $90,766-46.5% | $134,545-63.9% |
| Participation rate | 0.0% | 78.3%-78.3pp | 75.7%-75.7pp | 81.2%-81.2pp |
| Annual return | -16.89% | -10.99%-5.9pp | -12.16%-4.7pp | 418.37%-435.3pp |
| Employer contribution / active EE | $192 | $3,464-94.4% | $2,922-93.4% | $4,742-95.9% |
| Participant deferral / active EE | $3,319 | $5,217-36.4% | $4,565-27.3% | $6,401-48.1% |
| Admin fee / account holder | $1,050 | $13,938-92.5% | $8,446-87.6% | $11,431-90.8% |