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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 | $164,795 | $112,729+46.2% | $98,716+66.9% | $137,256+20.1% |
| Participation rate | 0.0% | 74.2%-74.2pp | 69.3%-69.3pp | 80.0%-80.0pp |
| Annual return | 37.44% | 38.48%-1.0pp | 31.81%+5.6pp | 220.34%-182.9pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,969 | $4,640+7.1% | $4,048+22.8% | $6,407-22.4% |
| Admin fee / account holder | $1,281 | $10,129-87.4% | $8,703-85.3% | $12,270-89.6% |