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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 | $55,180 | $107,733-48.8% | $92,985-40.7% | $154,746-64.3% |
| Participation rate | 0.0% | 74.6%-74.6pp | 69.5%-69.5pp | 80.7%-80.7pp |
| Annual return | 13.30% | 30.39%-17.1pp | 27.99%-14.7pp | 172.34%-159.0pp |
| Employer contribution / active EE | $132 | $3,126-95.8% | $2,662-95.0% | $4,379-97.0% |
| Participant deferral / active EE | $1,318 | $5,053-73.9% | $4,377-69.9% | $6,730-80.4% |
| Admin fee / account holder | $35,571 | $11,369+212.9% | $9,463+275.9% | $14,365+147.6% |