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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 | $29,549 | $79,955-63.0% | $98,461-70.0% | $75,173-60.7% |
| Participation rate | 0.0% | 70.4%-70.4pp | 75.2%-75.2pp | 67.2%-67.2pp |
| Annual return | 17.67% | 19.75%-2.1pp | 21.17%-3.5pp | 160.72%-143.0pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,049-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,082 | $3,752+35.4% | $4,738+7.3% | $4,126+23.2% |
| Admin fee / account holder | $1,910 | $6,841-72.1% | $8,961-78.7% | $5,651-66.2% |