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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 | $116,436 | $111,814+4.1% | $103,374+12.6% | $145,959-20.2% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.5%-74.5pp | 80.3%-80.3pp |
| Annual return | 18.18% | 24.77%-6.6pp | 24.89%-6.7pp | 561.95%-543.8pp |
| Employer contribution / active EE | $596 | $4,214-85.8% | $3,869-84.6% | $4,661-87.2% |
| Participant deferral / active EE | $1,893 | $5,618-66.3% | $5,058-62.6% | $6,689-71.7% |
| Admin fee / account holder | $152,625 | $9,754+1464.7% | $8,394+1718.2% | $13,398+1039.2% |