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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 | $107,131 | $115,225-7.0% | $100,712+6.4% | $138,895-22.9% |
| Participation rate | 0.0% | 74.3%-74.3pp | 69.3%-69.3pp | 79.9%-79.9pp |
| Annual return | 21.19% | 40.35%-19.2pp | 33.27%-12.1pp | 145.39%-124.2pp |
| Employer contribution / active EE | $135 | $2,771-95.1% | $2,313-94.2% | $4,194-96.8% |
| Participant deferral / active EE | $9,180 | $4,699+95.3% | $4,085+124.7% | $6,396+43.5% |
| Admin fee / account holder | $665 | $10,844-93.9% | $9,256-92.8% | $12,562-94.7% |