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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 | $58,459 | $176,786-66.9% | $146,643-60.1% | $167,536-65.1% |
| Participation rate | 0.0% | 83.6%-83.6pp | 80.1%-80.1pp | 82.1%-82.1pp |
| Annual return | 11.36% | 24.04%-12.7pp | 22.75%-11.4pp | 478.82%-467.5pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,075 | $6,440-67.8% | $5,506-62.3% | $6,342-67.3% |
| Admin fee / account holder | $3,367 | $13,262-74.6% | $10,280-67.2% | $12,315-72.7% |