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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 | $110,379+5.5% | $102,412+13.7% | $145,884-20.2% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.5%-74.5pp | 80.3%-80.3pp |
| Annual return | 18.18% | 24.84%-6.7pp | 24.94%-6.8pp | 551.85%-533.7pp |
| Employer contribution / active EE | $596 | $4,216-85.9% | $3,870-84.6% | $4,662-87.2% |
| Participant deferral / active EE | $1,893 | $5,622-66.3% | $5,060-62.6% | $6,690-71.7% |
| Admin fee / account holder | $152,625 | $9,745+1466.2% | $8,388+1719.7% | $13,392+1039.7% |