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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 | $174,727 | $95,453+83.0% | $112,040+56.0% | $82,448+111.9% |
| Participation rate | 0.0% | 72.8%-72.8pp | 76.5%-76.5pp | 68.1%-68.1pp |
| Annual return | 12.31% | 23.92%-11.6pp | 24.52%-12.2pp | 41.64%-29.3pp |
| Employer contribution / active EE | $339 | $2,318-85.4% | $2,954-88.5% | $2,551-86.7% |
| Participant deferral / active EE | $3,965 | $4,224-6.1% | $5,098-22.2% | $4,139-4.2% |
| Admin fee / account holder | $40,409 | $9,013+348.3% | $12,098+234.0% | $7,234+458.6% |