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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 | $66,642 | $111,878-40.4% | $93,727-28.9% | $145,897-54.3% |
| Participation rate | 0.0% | 74.2%-74.2pp | 68.7%-68.7pp | 80.3%-80.3pp |
| Annual return | 14.93% | 204.28%-189.3pp | 133.83%-118.9pp | 552.29%-537.4pp |
| Employer contribution / active EE | $531 | $3,092-82.8% | $2,421-78.1% | $4,663-88.6% |
| Participant deferral / active EE | $2,653 | $4,920-46.1% | $4,417-39.9% | $6,689-60.3% |
| Admin fee / account holder | $11,522 | $10,256+12.3% | $8,292+39.0% | $13,390-14.0% |