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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 | $16,663 | $49,177-66.1% | $79,467-79.0% | $64,173-74.0% |
| Participation rate | 0.0% | 65.0%-65.0pp | 73.3%-73.3pp | 69.6%-69.6pp |
| Annual return | -6.14% | -1.16%-5.0pp | 718.30%-724.4pp | 7.63%-13.8pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,724 | $2,821-38.9% | $3,704-53.4% | $3,470-50.3% |
| Admin fee / account holder | $725 | $3,839-81.1% | $5,104-85.8% | $4,887-85.2% |