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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 | $127,296+4.6% | $109,907+21.2% | $167,536-20.5% |
| 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 | 478.82%-457.0pp |
| Employer contribution / active EE | $0 | $3,325-100.0% | $2,844-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $23,906 | $4,513+429.7% | $4,047+490.8% | $6,342+276.9% |
| Admin fee / account holder | $11,632 | $7,119+63.4% | $6,069+91.7% | $12,315-5.5% |