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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 | $37,170 | $138,312-73.1% | $122,979-69.8% | $155,188-76.0% |
| Participation rate | 0.0% | 80.2%-80.2pp | 77.2%-77.2pp | 80.8%-80.8pp |
| Annual return | 16.16% | 22.06%-5.9pp | 20.12%-4.0pp | 148.84%-132.7pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $19,760 | $5,592+253.3% | $5,003+295.0% | $6,531+202.5% |
| Admin fee / account holder | $15,059 | $15,089-0.2% | $12,864+17.1% | $14,480+4.0% |