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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 | $35,142 | $123,155-71.5% | $108,753-67.7% | $155,188-77.4% |
| Participation rate | 0.0% | 75.6%-75.6pp | 71.1%-71.1pp | 80.8%-80.8pp |
| Annual return | 19.53% | 44.73%-25.2pp | 37.47%-17.9pp | 148.84%-129.3pp |
| Employer contribution / active EE | $61 | $2,811-97.8% | $2,427-97.5% | $4,248-98.6% |
| Participant deferral / active EE | $0 | $4,623-100.0% | $4,115-100.0% | $6,531-100.0% |
| Admin fee / account holder | $317 | $12,126-97.4% | $10,320-96.9% | $14,480-97.8% |