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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 | $31,263 | $48,078-35.0% | $78,676-60.3% | $62,881-50.3% |
| Participation rate | 0.0% | 65.2%-65.2pp | 73.6%-73.6pp | 69.3%-69.3pp |
| Annual return | 5.05% | 31.36%-26.3pp | 62.19%-57.1pp | 20.14%-15.1pp |
| Employer contribution / active EE | $55 | $2,015-97.3% | $2,850-98.1% | $2,281-97.6% |
| Participant deferral / active EE | $1,362 | $2,587-47.3% | $3,517-61.3% | $3,203-57.5% |
| Admin fee / account holder | $332 | $3,206-89.6% | $4,510-92.6% | $4,296-92.3% |