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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 | $56,202 | $64,311-12.6% | $57,356-2.0% | $125,389-55.2% |
| Participation rate | 0.0% | 78.6%-78.6pp | 75.1%-75.1pp | 83.2%-83.2pp |
| Annual return | 1.41% | 25.14%-23.7pp | 24.41%-23.0pp | 282.24%-280.8pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $8,277 | $3,846+115.2% | $3,162+161.8% | $5,352+54.7% |
| Admin fee / account holder | $491 | $5,243-90.6% | $3,357-85.4% | $9,541-94.9% |