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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 | $59,484 | $160,028-62.8% | $147,080-59.6% | $145,884-59.2% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 13.49% | 98.60%-85.1pp | 420.17%-406.7pp | 551.85%-538.4pp |
| Employer contribution / active EE | $414 | $5,286-92.2% | $4,933-91.6% | $4,662-91.1% |
| Participant deferral / active EE | $18,423 | $8,422+118.7% | $8,066+128.4% | $6,690+175.4% |
| Admin fee / account holder | $10,707 | $15,030-28.8% | $12,989-17.6% | $13,392-20.0% |