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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 | $44,572 | $41,377+7.7% | $109,313-59.2% | $62,881-29.1% |
| Participation rate | 0.0% | 57.5%-57.5pp | 71.3%-71.3pp | 69.3%-69.3pp |
| Annual return | 5.98% | 11.05%-5.1pp | 22.07%-16.1pp | 20.14%-14.2pp |
| Employer contribution / active EE | $90 | $1,276-93.0% | $3,892-97.7% | $2,281-96.1% |
| Participant deferral / active EE | $814 | $2,045-60.2% | $3,166-74.3% | $3,203-74.6% |
| Admin fee / account holder | $1,077 | $2,884-62.6% | $5,666-81.0% | $4,296-74.9% |