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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 | $24,869 | $91,179-72.7% | $178,499-86.1% | $79,852-68.9% |
| Participation rate | 0.0% | 69.2%-69.2pp | 81.9%-81.9pp | 69.6%-69.6pp |
| Annual return | 17.11% | 24.19%-7.1pp | 151.10%-134.0pp | 31.72%-14.6pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,090 | $3,236-35.4% | $5,202-59.8% | $3,740-44.1% |
| Admin fee / account holder | $790 | $6,749-88.3% | $13,986-94.4% | $5,306-85.1% |