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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 | $77,368 | $84,236-8.2% | $170,435-54.6% | $70,126+10.3% |
| Participation rate | 0.0% | 70.8%-70.8pp | 83.6%-83.6pp | 69.5%-69.5pp |
| Annual return | 13.37% | 23.06%-9.7pp | 205.94%-192.6pp | 73.15%-59.8pp |
| Employer contribution / active EE | $270 | $3,387-92.0% | $5,432-95.0% | $2,343-88.5% |
| Participant deferral / active EE | $6,147 | $3,086+99.2% | $4,939+24.4% | $3,332+84.5% |
| Admin fee / account holder | $344 | $5,698-94.0% | $13,881-97.5% | $4,645-92.6% |