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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 | $16,676 | $45,152-63.1% | $73,836-77.4% | $59,633-72.0% |
| Participation rate | 0.0% | 64.0%-64.0pp | 73.4%-73.4pp | 68.7%-68.7pp |
| Annual return | -0.31% | 27.40%-27.7pp | 2268.06%-2268.4pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $950 | $2,573-63.1% | $3,583-73.5% | $3,192-70.2% |
| Admin fee / account holder | $1,216 | $3,515-65.4% | $4,882-75.1% | $4,297-71.7% |