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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 | $95,365 | $54,380+75.4% | $68,509+39.2% | $59,633+59.9% |
| Participation rate | 0.0% | 70.2%-70.2pp | 74.7%-74.7pp | 68.7%-68.7pp |
| Annual return | -1.07% | 2.83%-3.9pp | 8.27%-9.3pp | 2041.40%-2042.5pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,914 | $2,643-27.6% | $3,382-43.4% | $3,192-40.0% |
| Admin fee / account holder | $11,196 | $3,885+188.2% | $5,275+112.3% | $4,297+160.6% |