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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 | $33,317 | $198,462-83.2% | $170,439-80.5% | $147,585-77.4% |
| Participation rate | 0.0% | 88.0%-88.0pp | 83.6%-83.6pp | 82.8%-82.8pp |
| Annual return | 10.05% | 257.30%-247.2pp | 205.94%-195.9pp | 578.58%-568.5pp |
| Employer contribution / active EE | $0 | $6,184-100.0% | $5,433-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $9,375 | $5,629+66.5% | $4,939+89.8% | $5,439+72.4% |
| Admin fee / account holder | $481 | $16,852-97.1% | $13,881-96.5% | $10,886-95.6% |