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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 | $106,749+17.0% | $145,433-14.1% | $82,448+51.5% |
| Participation rate | 0.0% | 75.6%-75.6pp | 82.1%-82.1pp | 68.1%-68.1pp |
| Annual return | 18.18% | 27.59%-9.4pp | 66.58%-48.4pp | 41.64%-23.5pp |
| Employer contribution / active EE | $126 | $3,444-96.4% | $4,554-97.2% | $2,551-95.1% |
| Participant deferral / active EE | $12,479 | $6,519+91.4% | $7,897+58.0% | $4,139+201.5% |
| Admin fee / account holder | $1,282 | $8,390-84.7% | $13,129-90.2% | $7,234-82.3% |