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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 | $14,803 | $75,962-80.5% | $154,111-90.4% | $64,173-76.9% |
| Participation rate | 0.0% | 70.4%-70.4pp | 83.0%-83.0pp | 69.6%-69.6pp |
| Annual return | -3.97% | 30.32%-34.3pp | 735.18%-739.1pp | 7.63%-11.6pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,253 | $3,175+2.5% | $5,081-36.0% | $3,470-6.2% |
| Admin fee / account holder | $13,661 | $5,589+144.4% | $13,411+1.9% | $4,887+179.5% |