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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 | $40,223 | $93,346-56.9% | $71,796-44.0% | $273,972-85.3% |
| Participation rate | 0.0% | 76.5%-76.5pp | 69.1%-69.1pp | 83.0%-83.0pp |
| Annual return | 2.40% | 130.39%-128.0pp | 78.04%-75.6pp | 41.46%-39.1pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,926 | $3,475+41.8% | $2,794+76.3% | $5,287-6.8% |
| Admin fee / account holder | $5,830 | $6,571-11.3% | $4,815+21.1% | $10,133-42.5% |