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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 | $124,980-71.9% | $108,359-67.6% | $154,746-77.3% |
| Participation rate | 0.0% | 75.2%-75.2pp | 70.1%-70.1pp | 80.7%-80.7pp |
| Annual return | 19.53% | 45.00%-25.5pp | 36.89%-17.4pp | 172.34%-152.8pp |
| Employer contribution / active EE | $61 | $2,851-97.9% | $2,399-97.5% | $4,379-98.6% |
| Participant deferral / active EE | $0 | $4,743-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $317 | $11,502-97.2% | $9,741-96.7% | $14,365-97.8% |