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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 | $124,877 | $106,524+17.2% | $152,301-18.0% | $87,485+42.7% |
| Participation rate | 0.0% | 75.8%-75.8pp | 82.4%-82.4pp | 68.9%-68.9pp |
| Annual return | 18.18% | 26.89%-8.7pp | 80.50%-62.3pp | 26.06%-7.9pp |
| Employer contribution / active EE | $126 | $3,371-96.3% | $4,624-97.3% | $2,596-95.2% |
| Participant deferral / active EE | $12,479 | $6,525+91.2% | $8,004+55.9% | $4,274+192.0% |
| Admin fee / account holder | $1,282 | $8,287-84.5% | $14,398-91.1% | $7,775-83.5% |