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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 | $201,264-30.5% | $184,185-24.1% | $145,978-4.2% |
| Participation rate | 0.0% | 87.5%-87.5pp | 86.8%-86.8pp | 80.3%-80.3pp |
| Annual return | 27.51% | 29.00%-1.5pp | 28.81%-1.3pp | 550.52%-523.0pp |
| Employer contribution / active EE | $0 | $7,021-100.0% | $6,426-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $14,018 | $9,806+42.9% | $9,132+53.5% | $6,690+109.5% |
| Admin fee / account holder | $27,271 | $16,376+66.5% | $13,909+96.1% | $13,400+103.5% |