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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 | $7,747 | $72,071-89.3% | $68,368-88.7% | $137,256-94.4% |
| Participation rate | 0.0% | 76.2%-76.2pp | 73.8%-73.8pp | 80.0%-80.0pp |
| Annual return | 27.87% | 353.14%-325.3pp | 292.57%-264.7pp | 220.34%-192.5pp |
| Employer contribution / active EE | $252 | $2,788-91.0% | $2,649-90.5% | $4,156-93.9% |
| Participant deferral / active EE | $1,394 | $4,410-68.4% | $4,123-66.2% | $6,407-78.2% |
| Admin fee / account holder | $18,013 | $5,336+237.6% | $5,150+249.8% | $12,270+46.8% |