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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 | $133,157 | $127,273+4.6% | $109,895+21.2% | $167,518-20.5% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.2%-74.2pp | 82.1%-82.1pp |
| Annual return | 21.78% | 22.97%-1.2pp | 29.46%-7.7pp | 478.71%-456.9pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,843-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $23,906 | $4,515+429.4% | $4,049+490.5% | $6,342+276.9% |
| Admin fee / account holder | $11,632 | $7,117+63.5% | $6,067+91.7% | $12,312-5.5% |