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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 | $139,882 | $201,259-30.5% | $184,200-24.1% | $145,959-4.2% |
| Participation rate | 0.0% | 87.5%-87.5pp | 86.8%-86.8pp | 80.3%-80.3pp |
| Annual return | 27.51% | 28.98%-1.5pp | 28.80%-1.3pp | 561.95%-534.4pp |
| Employer contribution / active EE | $0 | $7,018-100.0% | $6,424-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $14,018 | $9,806+42.9% | $9,132+53.5% | $6,689+109.6% |
| Admin fee / account holder | $27,271 | $16,372+66.6% | $13,907+96.1% | $13,398+103.6% |